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 | $31,550 | $105,931-70.2% | $81,930-61.5% | $158,922-80.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 12.67% | 38.17%-25.5pp | 29.49%-16.8pp | 302.83%-290.2pp |
| Employer contribution / active EE | $811 | $7,800-89.6% | $4,310-81.2% | $4,761-83.0% |
| Participant deferral / active EE | $4,645 | $13,003-64.3% | $7,107-34.6% | $5,982-22.4% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |