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 | $64,200 | $232,540-72.4% | $185,117-65.3% | $147,584-56.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 16.55% | 43.03%-26.5pp | 40.50%-23.9pp | 578.55%-562.0pp |
| Employer contribution / active EE | $2,199 | $5,195-57.7% | $4,182-47.4% | $4,876-54.9% |
| Participant deferral / active EE | $12,562 | $5,834+115.3% | $5,045+149.0% | $5,439+131.0% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |