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 | $36,997 | $232,540-84.1% | $185,117-80.0% | $147,584-74.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.99% | 43.03%-27.0pp | 40.50%-24.5pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,155 | $5,195-77.8% | $4,182-72.4% | $4,876-76.3% |
| Participant deferral / active EE | $8,681 | $5,834+48.8% | $5,045+72.1% | $5,439+59.6% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |