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 | $72,656 | $106,890-32.0% | $84,015-13.5% | $152,861-52.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 17.71% | 104.99%-87.3pp | 71.31%-53.6pp | 345.32%-327.6pp |
| Employer contribution / active EE | $1,030 | $2,734-62.3% | $1,983-48.1% | $4,762-78.4% |
| Participant deferral / active EE | $4,634 | $4,011+15.5% | $3,239+43.1% | $5,850-20.8% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |