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 | $83,504 | $110,257-24.3% | $96,544-13.5% | $139,434-40.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 21.14% | 26.32%-5.2pp | 25.84%-4.7pp | 372.94%-351.8pp |
| Employer contribution / active EE | $3,211 | $3,620-11.3% | $2,965+8.3% | $4,751-32.4% |
| Participant deferral / active EE | $8,234 | $5,548+48.4% | $4,851+69.7% | $6,710+22.7% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |