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 | $21,356 | $91,037-76.5% | $71,671-70.2% | $147,584-85.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 17.88% | 20.48%-2.6pp | 20.65%-2.8pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,209 | $3,327-63.7% | $2,460-50.9% | $4,876-75.2% |
| Participant deferral / active EE | $3,416 | $4,498-24.1% | $3,438-0.6% | $5,439-37.2% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |