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 | $39,186 | $84,527-53.6% | $67,711-42.1% | $125,391-68.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 2.92% | 2.57%+0.3pp | 25.41%-22.5pp | 282.22%-279.3pp |
| Employer contribution / active EE | $2,839 | $3,292-13.7% | $2,559+10.9% | $4,866-41.6% |
| Participant deferral / active EE | $3,025 | $4,429-31.7% | $3,585-15.6% | $5,352-43.5% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |