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 8-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 | $64,940 | $86,699-25.1% | $73,307-11.4% | $125,391-48.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.50% | 2.78%-2.3pp | 5.67%-5.2pp | 282.22%-281.7pp |
| Employer contribution / active EE | $12,500 | $4,152+201.1% | $3,237+286.1% | $4,866+156.9% |
| Participant deferral / active EE | $18,000 | $5,550+224.3% | $4,991+260.6% | $5,352+236.4% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |