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 | $39,159 | $105,931-63.0% | $81,930-52.2% | $158,922-75.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 7.28% | 38.17%-30.9pp | 29.49%-22.2pp | 302.83%-295.5pp |
| Employer contribution / active EE | $11,118 | $7,800+42.5% | $4,310+158.0% | $4,761+133.5% |
| Participant deferral / active EE | $0 | $13,003-100.0% | $7,107-100.0% | $5,982-100.0% |
| Admin fee / account holder | $296 | $8,489-96.5% | $5,158-94.3% | $11,246-97.4% |