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 | $92,227 | $96,965-4.9% | $97,995-5.9% | $147,584-37.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 18.95% | 24.11%-5.2pp | 23.94%-5.0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,856 | $4,536-59.1% | $4,158-55.4% | $4,876-61.9% |
| Participant deferral / active EE | $3,310 | $5,081-34.9% | $5,097-35.1% | $5,439-39.1% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,885-100.0% |