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 | $69,469 | $84,696-18.0% | $75,696-8.2% | $167,490-58.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 13.75% | 199.36%-185.6pp | 104.53%-90.8pp | 478.56%-464.8pp |
| Employer contribution / active EE | $785 | $3,230-75.7% | $2,743-71.4% | $4,837-83.8% |
| Participant deferral / active EE | $3,252 | $4,580-29.0% | $3,821-14.9% | $6,341-48.7% |
| Admin fee / account holder | $1 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |