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 | $36,813 | $135,952-72.9% | $123,892-70.3% | $273,961-86.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 18.55% | 56.63%-38.1pp | 47.52%-29.0pp | 41.45%-22.9pp |
| Employer contribution / active EE | $14,106 | $5,170+172.9% | $4,617+205.5% | $4,869+189.7% |
| Participant deferral / active EE | $4,020 | $6,343-36.6% | $5,984-32.8% | $5,287-24.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |