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 | $115,526 | $232,540-50.3% | $185,117-37.6% | $147,584-21.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 20.44% | 43.03%-22.6pp | 40.50%-20.1pp | 578.55%-558.1pp |
| Employer contribution / active EE | $705 | $5,195-86.4% | $4,182-83.1% | $4,876-85.5% |
| Participant deferral / active EE | $7,693 | $5,834+31.9% | $5,045+52.5% | $5,439+41.4% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |