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 | $81,607 | $117,983-30.8% | $101,794-19.8% | $142,382-42.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 10.42% | 36.92%-26.5pp | 30.53%-20.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $856 | $2,773-69.1% | $2,289-62.6% | $4,299-80.1% |
| Participant deferral / active EE | $3,126 | $4,714-33.7% | $4,084-23.4% | $6,507-52.0% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |