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 4-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 | $71,651 | $117,841-39.2% | $102,423-30.0% | $145,922-50.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.49% | 31.65%-22.2pp | 29.32%-19.8pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,165 | $3,615-40.1% | $3,023-28.4% | $4,660-53.5% |
| Participant deferral / active EE | $3,184 | $5,731-44.4% | $5,053-37.0% | $6,688-52.4% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |