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 | $43,444 | $140,588-69.1% | $123,104-64.7% | $125,391-65.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.56% | 16.80%-16.2pp | 13.22%-12.7pp | 282.22%-281.7pp |
| Employer contribution / active EE | $8,975 | $6,041+48.6% | $5,151+74.2% | $4,866+84.4% |
| Participant deferral / active EE | $3,000 | $6,980-57.0% | $6,230-51.8% | $5,352-43.9% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |