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 | $86,389 | $104,251-17.1% | $91,001-5.1% | $147,584-41.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 18.37% | 27.06%-8.7pp | 4.60%+13.8pp | 578.55%-560.2pp |
| Employer contribution / active EE | $6,403 | $3,116+105.5% | $2,456+160.7% | $4,876+31.3% |
| Participant deferral / active EE | $3,872 | $4,195-7.7% | $3,547+9.1% | $5,439-28.8% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |