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 | $34,967 | $113,935-69.3% | $94,224-62.9% | $125,391-72.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 5.67% | 5.29%+0.4pp | 10.68%-5.0pp | 282.22%-276.6pp |
| Employer contribution / active EE | $1,271 | $4,727-73.1% | $3,587-64.6% | $4,866-73.9% |
| Participant deferral / active EE | $5,199 | $5,179+0.4% | $4,320+20.3% | $5,352-2.9% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |