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 | $62,045 | $165,912-62.6% | $122,332-49.3% | $147,584-58.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 24.77% | 34.55%-9.8pp | 30.27%-5.5pp | 578.55%-553.8pp |
| Employer contribution / active EE | $2,263 | $5,754-60.7% | $4,050-44.1% | $4,876-53.6% |
| Participant deferral / active EE | $5,803 | $4,005+44.9% | $3,287+76.6% | $5,439+6.7% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |