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 | $89,841 | $95,971-6.4% | $74,550+20.5% | $135,375-33.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 1.70% | 56.96%-55.3pp | 32.53%-30.8pp | 519.73%-518.0pp |
| Employer contribution / active EE | $6,224 | $2,716+129.2% | $1,961+217.4% | $4,779+30.2% |
| Participant deferral / active EE | $8,167 | $3,843+112.5% | $3,108+162.8% | $5,609+45.6% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |