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 | $45,851 | $97,044-52.8% | $83,333-45.0% | $135,375-66.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 76.77% | 12.31%+64.5pp | 10.63%+66.1pp | 519.73%-443.0pp |
| Employer contribution / active EE | $6,533 | $4,143+57.7% | $3,379+93.4% | $4,779+36.7% |
| Participant deferral / active EE | $4,560 | $5,964-23.5% | $5,565-18.1% | $5,609-18.7% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |