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 | $85,685 | $84,696+1.2% | $75,696+13.2% | $167,490-48.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 54.36% | 199.36%-145.0pp | 104.53%-50.2pp | 478.56%-424.2pp |
| Employer contribution / active EE | $1,141 | $3,230-64.7% | $2,743-58.4% | $4,837-76.4% |
| Participant deferral / active EE | $2,381 | $4,580-48.0% | $3,821-37.7% | $6,341-62.5% |
| Admin fee / account holder | $70 | $5,355-98.7% | $3,619-98.1% | $12,309-99.4% |