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 | $86,505 | $99,652-13.2% | $78,778+9.8% | $147,584-41.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.56% | 47.28%-33.7pp | 35.62%-22.1pp | 578.55%-565.0pp |
| Employer contribution / active EE | $932 | $2,796-66.7% | $1,986-53.1% | $4,876-80.9% |
| Participant deferral / active EE | $3,575 | $3,664-2.4% | $2,958+20.8% | $5,439-34.3% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |