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 | $56,837 | $113,339-49.9% | $94,993-40.2% | $147,584-61.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 6.77% | 20.77%-14.0pp | 27.12%-20.3pp | 578.55%-571.8pp |
| Employer contribution / active EE | $1,320 | $3,160-58.2% | $2,603-49.3% | $4,876-72.9% |
| Participant deferral / active EE | $1,650 | $3,777-56.3% | $3,317-50.3% | $5,439-69.7% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |