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 | $66,997 | $112,729-40.6% | $98,716-32.1% | $137,256-51.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.88% | 38.48%-23.6pp | 31.81%-16.9pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,629 | $2,725-40.2% | $2,279-28.5% | $4,156-60.8% |
| Participant deferral / active EE | $7,544 | $4,640+62.6% | $4,048+86.4% | $6,407+17.7% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |