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 | $34,128 | $107,791-68.3% | $90,645-62.4% | $135,375-74.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 66.49% | -0.90%+67.4pp | 1.88%+64.6pp | 519.73%-453.2pp |
| Employer contribution / active EE | $2,740 | $3,018-9.2% | $2,532+8.2% | $4,779-42.7% |
| Participant deferral / active EE | $6,269 | $3,872+61.9% | $3,425+83.1% | $5,609+11.8% |
| Admin fee / account holder | $4 | $5,930-99.9% | $4,994-99.9% | $10,827-100.0% |