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 | $72,804 | $88,751-18.0% | $81,812-11.0% | $145,922-50.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.28% | 1025.40%-1003.1pp | 773.79%-751.5pp | 561.29%-539.0pp |
| Employer contribution / active EE | $3,344 | $3,083+8.4% | $2,912+14.8% | $4,660-28.2% |
| Participant deferral / active EE | $3,333 | $4,643-28.2% | $4,319-22.8% | $6,688-50.2% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |