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 | $24,950 | $104,251-76.1% | $91,001-72.6% | $147,584-83.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 19.58% | 27.06%-7.5pp | 4.60%+15.0pp | 578.55%-559.0pp |
| Employer contribution / active EE | $3,826 | $3,116+22.8% | $2,456+55.8% | $4,876-21.5% |
| Participant deferral / active EE | $2,839 | $4,195-32.3% | $3,547-20.0% | $5,439-47.8% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |