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 | $32,249 | $111,754-71.1% | $103,333-68.8% | $145,922-77.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 23.40% | 24.77%-1.4pp | 24.88%-1.5pp | 561.29%-537.9pp |
| Employer contribution / active EE | $1,220 | $4,212-71.0% | $3,868-68.5% | $4,660-73.8% |
| Participant deferral / active EE | $3,750 | $5,619-33.3% | $5,057-25.9% | $6,688-43.9% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |