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 | $32,701 | $149,734-78.2% | $118,925-72.5% | $158,922-79.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 12.64% | 19.95%-7.3pp | 35.88%-23.2pp | 302.83%-290.2pp |
| Employer contribution / active EE | $3,208 | $4,115-22.1% | $3,263-1.7% | $4,761-32.6% |
| Participant deferral / active EE | $5,144 | $5,223-1.5% | $4,265+20.6% | $5,982-14.0% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |