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 | $76,795 | $84,402-9.0% | $61,373+25.1% | $134,475-42.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | 5.00% | 584.55%-579.5pp | 338.61%-333.6pp | 417.96%-413.0pp |
| Employer contribution / active EE | $1,142 | $1,544-26.0% | $1,159-1.5% | $4,740-75.9% |
| Participant deferral / active EE | $666 | $2,819-76.4% | $2,125-68.7% | $6,400-89.6% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |