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 7-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 | $54,105 | $162,781-66.8% | $133,956-59.6% | $158,922-66.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 5.46% | 41.94%-36.5pp | 45.09%-39.6pp | 302.83%-297.4pp |
| Employer contribution / active EE | $2,617 | $4,975-47.4% | $3,919-33.2% | $4,761-45.0% |
| Participant deferral / active EE | $10,331 | $5,911+74.8% | $5,048+104.7% | $5,982+72.7% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |