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 | $75,244 | $88,710-15.2% | $81,783-8.0% | $145,959-48.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.21% | 1027.26%-1013.0pp | 775.05%-760.8pp | 561.95%-547.7pp |
| Employer contribution / active EE | $1,400 | $3,083-54.6% | $2,913-51.9% | $4,661-70.0% |
| Participant deferral / active EE | $1,750 | $4,645-62.3% | $4,320-59.5% | $6,689-73.8% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |