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 | $67,792 | $91,037-25.5% | $71,671-5.4% | $147,584-54.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 16.26% | 20.48%-4.2pp | 20.65%-4.4pp | 578.55%-562.3pp |
| Employer contribution / active EE | $5,622 | $3,327+69.0% | $2,460+128.6% | $4,876+15.3% |
| Participant deferral / active EE | $3,879 | $4,498-13.8% | $3,438+12.8% | $5,439-28.7% |
| Admin fee / account holder | $2 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |