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 | $22,102 | $127,386-82.6% | $115,037-80.8% | $125,391-82.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 4.33% | 31.28%-26.9pp | 26.14%-21.8pp | 282.22%-277.9pp |
| Employer contribution / active EE | $2,400 | $5,166-53.5% | $4,608-47.9% | $4,866-50.7% |
| Participant deferral / active EE | $3,000 | $6,423-53.3% | $6,026-50.2% | $5,352-43.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |