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 5-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 | $79,609 | $98,240-19.0% | $82,313-3.3% | $147,584-46.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 10.83% | 30.85%-20.0pp | 25.88%-15.0pp | 578.55%-567.7pp |
| Employer contribution / active EE | $2,784 | $3,192-12.8% | $2,428+14.6% | $4,876-42.9% |
| Participant deferral / active EE | $7,423 | $4,383+69.4% | $3,706+100.3% | $5,439+36.5% |
| Admin fee / account holder | $50 | $8,563-99.4% | $5,608-99.1% | $10,885-99.5% |