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 | $43,549 | $41,377+5.2% | $109,313-60.2% | $62,891-30.8% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 161.82% | 11.05%+150.8pp | 22.07%+139.8pp | 20.14%+141.7pp |
| Employer contribution / active EE | $2,282 | $1,276+78.8% | $3,892-41.4% | $2,2810% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $50 | $2,884-98.3% | $5,666-99.1% | $4,296-98.8% |