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 | $36,746 | $102,616-64.2% | $81,983-55.2% | $158,922-76.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 15.34% | 61.04%-45.7pp | 41.31%-26.0pp | 302.83%-287.5pp |
| Employer contribution / active EE | $969 | $3,240-70.1% | $2,498-61.2% | $4,761-79.6% |
| Participant deferral / active EE | $3,114 | $4,648-33.0% | $3,722-16.3% | $5,982-47.9% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |