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 | $38,044 | $181,894-79.1% | $156,549-75.7% | $273,961-86.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 105.00% | 30.74%+74.3pp | 32.23%+72.8pp | 41.45%+63.5pp |
| Employer contribution / active EE | $1,554 | $6,248-75.1% | $5,501-71.7% | $4,869-68.1% |
| Participant deferral / active EE | $5,426 | $5,550-2.2% | $4,871+11.4% | $5,287+2.6% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |