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 | $84,132 | $157,256-46.5% | $141,162-40.4% | $152,861-45.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 30.27% | 64.32%-34.1pp | 71.39%-41.1pp | 345.32%-315.0pp |
| Employer contribution / active EE | $12,018 | $5,261+128.4% | $4,735+153.8% | $4,762+152.4% |
| Participant deferral / active EE | $5,224 | $7,109-26.5% | $6,709-22.1% | $5,850-10.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |