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 | $85,785 | $69,518+23.4% | $59,878+43.3% | $135,375-36.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 1.41% | 7.94%-6.5pp | 3.46%-2.0pp | 519.73%-518.3pp |
| Employer contribution / active EE | $2,455 | $3,235-24.1% | $2,722-9.8% | $4,779-48.6% |
| Participant deferral / active EE | $2,704 | $4,206-35.7% | $3,402-20.5% | $5,609-51.8% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |