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 | $87,744 | $84,527+3.8% | $67,711+29.6% | $125,391-30.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 0.55% | 2.57%-2.0pp | 25.41%-24.9pp | 282.22%-281.7pp |
| Employer contribution / active EE | $3,300 | $3,292+0.2% | $2,559+28.9% | $4,866-32.2% |
| Participant deferral / active EE | $9,000 | $4,429+103.2% | $3,585+151.0% | $5,352+68.2% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |