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 | $23,681 | $101,069-76.6% | $81,478-70.9% | $147,584-84.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 44.42% | 32.40%+12.0pp | 38.78%+5.6pp | 578.55%-534.1pp |
| Employer contribution / active EE | $760 | $3,205-76.3% | $2,568-70.4% | $4,876-84.4% |
| Participant deferral / active EE | $5,244 | $4,242+23.6% | $3,537+48.3% | $5,439-3.6% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |