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 | $14,352 | $99,918-85.6% | $81,382-82.4% | $145,922-90.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.50% | 34.32%-23.8pp | 24.73%-14.2pp | 561.29%-550.8pp |
| Employer contribution / active EE | $2,036 | $2,978-31.6% | $2,463-17.3% | $4,660-56.3% |
| Participant deferral / active EE | $2,200 | $4,605-52.2% | $3,883-43.3% | $6,688-67.1% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |