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 | $32,148 | $105,931-69.7% | $81,930-60.8% | $158,922-79.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 5.09% | 38.17%-33.1pp | 29.49%-24.4pp | 302.83%-297.7pp |
| Employer contribution / active EE | $2,643 | $7,800-66.1% | $4,310-38.7% | $4,761-44.5% |
| Participant deferral / active EE | $6,250 | $13,003-51.9% | $7,107-12.1% | $5,982+4.5% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |