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 | $23,789 | $90,503-73.7% | $78,689-69.8% | $273,961-91.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.99% | 75.60%-71.6pp | 62.18%-58.2pp | 41.45%-37.5pp |
| Employer contribution / active EE | $2,366 | $3,176-25.5% | $2,851-17.0% | $4,869-51.4% |
| Participant deferral / active EE | $7,701 | $3,901+97.4% | $3,517+119.0% | $5,287+45.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |