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 | $112,009 | $167,483-33.1% | $115,752-3.2% | $147,584-24.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 11.52% | 12.11%-0.6pp | 19.41%-7.9pp | 578.55%-567.0pp |
| Employer contribution / active EE | $1,306 | $4,960-73.7% | $3,492-62.6% | $4,876-73.2% |
| Participant deferral / active EE | $18,000 | $7,037+155.8% | $5,204+245.9% | $5,439+231.0% |
| Admin fee / account holder | $0 | $13,069-100.0% | $6,278-100.0% | $10,885-100.0% |