See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,506 | $115,770-70.2% | $101,248-65.9% | $158,922-78.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.78% | 56.14%-37.4pp | 46.47%-27.7pp | 302.83%-284.0pp |
| Employer contribution / active EE | $2,132 | $4,175-48.9% | $3,660-41.7% | $4,761-55.2% |
| Participant deferral / active EE | $5,440 | $4,957+9.7% | $4,370+24.5% | $5,982-9.1% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |