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 | $77,404 | $138,065-43.9% | $123,544-37.3% | $135,375-42.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.22% | 153.68%-152.5pp | 119.20%-118.0pp | 519.73%-518.5pp |
| Employer contribution / active EE | $2,036 | $5,151-60.5% | $4,628-56.0% | $4,779-57.4% |
| Participant deferral / active EE | $4,361 | $6,799-35.9% | $6,426-32.1% | $5,609-22.3% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |