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 | $36,073 | $95,971-62.4% | $74,550-51.6% | $135,375-73.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 7.96% | 56.96%-49.0pp | 32.53%-24.6pp | 519.73%-511.8pp |
| Employer contribution / active EE | $11,613 | $2,716+327.5% | $1,961+492.2% | $4,779+143.0% |
| Participant deferral / active EE | $10,356 | $3,843+169.4% | $3,108+233.2% | $5,609+84.6% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |