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 | $38,322 | $97,744-60.8% | $103,476-63.0% | $145,922-73.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 28.87% | 25.41%+3.5pp | 23.90%+5.0pp | 561.29%-532.4pp |
| Employer contribution / active EE | $4,685 | $4,677+0.2% | $4,672+0.3% | $4,660+0.5% |
| Participant deferral / active EE | $2,122 | $6,603-67.9% | $6,623-68.0% | $6,688-68.3% |
| Admin fee / account holder | $0 | $12,515-100.0% | $9,413-100.0% | $13,397-100.0% |