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 | $104,134 | $99,652+4.5% | $78,778+32.2% | $147,584-29.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 7.79% | 47.28%-39.5pp | 35.62%-27.8pp | 578.55%-570.8pp |
| Employer contribution / active EE | $944 | $2,796-66.2% | $1,986-52.5% | $4,876-80.6% |
| Participant deferral / active EE | $1,446 | $3,664-60.5% | $2,958-51.1% | $5,439-73.4% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |