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 | $72,358 | $183,592-60.6% | $155,567-53.5% | $145,959-50.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.03% | 61.24%-51.2pp | 64.74%-54.7pp | 561.95%-551.9pp |
| Employer contribution / active EE | $2,794 | $5,315-47.4% | $4,674-40.2% | $4,661-40.1% |
| Participant deferral / active EE | $3,050 | $6,464-52.8% | $5,628-45.8% | $6,689-54.4% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |