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 | $37,778 | $232,540-83.8% | $185,117-79.6% | $147,584-74.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 11.09% | 43.03%-31.9pp | 40.50%-29.4pp | 578.55%-567.5pp |
| Employer contribution / active EE | $1,004 | $5,195-80.7% | $4,182-76.0% | $4,876-79.4% |
| Participant deferral / active EE | $4,686 | $5,834-19.7% | $5,045-7.1% | $5,439-13.8% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |