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 | $37,273 | $118,849-68.6% | $96,562-61.4% | $167,490-77.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.23% | 50.49%-38.3pp | 37.78%-25.6pp | 478.56%-466.3pp |
| Employer contribution / active EE | $2,089 | $3,120-33.1% | $2,356-11.4% | $4,837-56.8% |
| Participant deferral / active EE | $5,137 | $4,616+11.3% | $3,849+33.5% | $6,341-19.0% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |