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 | $20,239 | $101,069-80.0% | $81,478-75.2% | $147,584-86.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 23.67% | 32.40%-8.7pp | 38.78%-15.1pp | 578.55%-554.9pp |
| Employer contribution / active EE | $3,202 | $3,205-0.1% | $2,568+24.7% | $4,876-34.3% |
| Participant deferral / active EE | $1,337 | $4,242-68.5% | $3,537-62.2% | $5,439-75.4% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |