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 | $64,708 | $94,783-31.7% | $72,080-10.2% | $147,584-56.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 61.0%+39.0pp | 82.8%+17.2pp |
| Annual return | 14.52% | 34.14%-19.6pp | 33.09%-18.6pp | 578.55%-564.0pp |
| Employer contribution / active EE | $9,500 | $3,637+161.2% | $2,666+256.3% | $4,876+94.8% |
| Participant deferral / active EE | $9,500 | $6,183+53.6% | $4,691+102.5% | $5,439+74.7% |
| Admin fee / account holder | $0 | $984-100.0% | $977-100.0% | $10,885-100.0% |