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 | $91,139 | $117,381-22.4% | $99,443-8.4% | $152,861-40.4% |
| Participation rate | 90.0% | 77.5%+12.5pp | 73.8%+16.2pp | 82.4%+7.6pp |
| Annual return | 18.85% | 31.87%-13.0pp | 30.72%-11.9pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,381 | $3,013-54.2% | $2,540-45.6% | $4,762-71.0% |
| Participant deferral / active EE | $7,872 | $4,086+92.7% | $3,619+117.5% | $5,850+34.6% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |