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 | $88,975 | $90,600-1.8% | $79,464+12.0% | $135,375-34.3% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | 1.02% | 977.43%-976.4pp | 718.14%-717.1pp | 519.73%-518.7pp |
| Employer contribution / active EE | $5,500 | $3,068+79.3% | $2,800+96.4% | $4,779+15.1% |
| Participant deferral / active EE | $9,314 | $4,050+130.0% | $3,704+151.5% | $5,609+66.1% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |