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 | $24,295 | $95,971-74.7% | $74,550-67.4% | $135,375-82.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 6.64% | 56.96%-50.3pp | 32.53%-25.9pp | 519.73%-513.1pp |
| Employer contribution / active EE | $1,249 | $2,716-54.0% | $1,961-36.3% | $4,779-73.9% |
| Participant deferral / active EE | $1,249 | $3,843-67.5% | $3,108-59.8% | $5,609-77.7% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |