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 | $187,917 | $377,972-50.3% | $300,297-37.4% | $382,429-50.9% |
| Participation rate | 100.0% | 91.7%+8.3pp | 83.3%+16.7pp | 87.7%+12.3pp |
| Annual return | 20.47% | 4.19%+16.3pp | 6.06%+14.4pp | 248.85%-228.4pp |
| Employer contribution / active EE | $0 | $5,545-100.0% | $4,605-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $5,506-100.0% | $4,511-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $20,122-100.0% | $16,510-100.0% | $30,732-100.0% |