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 | $11,343 | $77,419-85.3% | $69,455-83.7% | $152,861-92.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 18.01% | 39.06%-21.1pp | 28.97%-11.0pp | 345.32%-327.3pp |
| Employer contribution / active EE | $2,116 | $3,315-36.2% | $2,779-23.9% | $4,762-55.6% |
| Participant deferral / active EE | $2,018 | $4,414-54.3% | $3,535-42.9% | $5,850-65.5% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |