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 | $57,991 | $232,540-75.1% | $185,117-68.7% | $147,584-60.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 22.77% | 43.03%-20.3pp | 40.50%-17.7pp | 578.55%-555.8pp |
| Employer contribution / active EE | $1,199 | $5,195-76.9% | $4,182-71.3% | $4,876-75.4% |
| Participant deferral / active EE | $4,714 | $5,834-19.2% | $5,045-6.6% | $5,439-13.3% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |