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 | $56,574 | $90,600-37.6% | $79,464-28.8% | $135,375-58.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 13.91% | 977.43%-963.5pp | 718.14%-704.2pp | 519.73%-505.8pp |
| Employer contribution / active EE | $2,101 | $3,068-31.5% | $2,800-25.0% | $4,779-56.0% |
| Participant deferral / active EE | $11,377 | $4,050+180.9% | $3,704+207.2% | $5,609+102.8% |
| Admin fee / account holder | $10 | $5,907-99.8% | $5,113-99.8% | $10,827-99.9% |