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 | $32,483 | $152,587-78.7% | $125,175-74.0% | $152,861-78.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.83% | 54.84%-38.0pp | 43.79%-27.0pp | 345.32%-328.5pp |
| Employer contribution / active EE | $2,193 | $4,946-55.7% | $3,865-43.3% | $4,762-53.9% |
| Participant deferral / active EE | $3,042 | $5,868-48.2% | $4,937-38.4% | $5,850-48.0% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |