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 | $48,329 | $45,035+7.3% | $62,995-23.3% | $70,131-31.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.41% | 18.76%-5.3pp | 87.57%-74.2pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,970 | $2,051-4.0% | $2,759-28.6% | $2,342-15.9% |
| Participant deferral / active EE | $1,970 | $2,465-20.1% | $3,329-40.8% | $3,332-40.9% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |