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 | $82,689 | $108,172-23.6% | $77,482+6.7% | $158,922-48.0% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 0.55% | 31.67%-31.1pp | 54.79%-54.2pp | 302.83%-302.3pp |
| Employer contribution / active EE | $924 | $1,325-30.3% | $986-6.4% | $4,761-80.6% |
| Participant deferral / active EE | $1,155 | $2,456-53.0% | $1,861-38.0% | $5,982-80.7% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |