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 | $141,467 | $95,193+48.6% | $76,523+84.9% | $135,375+4.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 14.16% | 4.85%+9.3pp | -0.27%+14.4pp | 519.73%-505.6pp |
| Employer contribution / active EE | $551 | $3,302-83.3% | $2,647-79.2% | $4,779-88.5% |
| Participant deferral / active EE | $2,296 | $4,639-50.5% | $3,835-40.1% | $5,609-59.1% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |