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 | $68,351 | $83,337-18.0% | $67,834+0.8% | $273,961-75.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 89.96% | 259.45%-169.5pp | 138.47%-48.5pp | 41.45%+48.5pp |
| Employer contribution / active EE | $685 | $3,287-79.1% | $2,403-71.5% | $4,869-85.9% |
| Participant deferral / active EE | $2,446 | $4,088-40.2% | $3,160-22.6% | $5,287-53.7% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |