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 | $66,351 | $107,015-38.0% | $73,545-9.8% | $147,584-55.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 14.52% | 38.25%-23.7pp | -15.16%+29.7pp | 578.55%-564.0pp |
| Employer contribution / active EE | $1,209 | $1,760-31.3% | $1,219-0.9% | $4,876-75.2% |
| Participant deferral / active EE | $5,000 | $2,462+103.1% | $1,806+176.9% | $5,439-8.1% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |