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 | $11,789 | $77,419-84.8% | $69,455-83.0% | $152,861-92.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 7.21% | 39.06%-31.9pp | 28.97%-21.8pp | 345.32%-338.1pp |
| Employer contribution / active EE | $487 | $3,315-85.3% | $2,779-82.5% | $4,762-89.8% |
| Participant deferral / active EE | $4,017 | $4,414-9.0% | $3,535+13.6% | $5,850-31.3% |
| Admin fee / account holder | $1 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |