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 | $72,019 | $70,475+2.2% | $100,516-28.4% | $79,858-9.8% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 16.88% | 21.90%-5.0pp | 30.89%-14.0pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,442 | $2,165-33.4% | $3,418-57.8% | $2,471-41.7% |
| Participant deferral / active EE | $5,122 | $5,181-1.1% | $6,270-18.3% | $3,740+36.9% |
| Admin fee / account holder | $0 | $4,478-100.0% | $8,081-100.0% | $5,306-100.0% |