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 | $42,602 | $165,912-74.3% | $122,332-65.2% | $147,584-71.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 18.78% | 34.55%-15.8pp | 30.27%-11.5pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,619 | $5,754-71.9% | $4,050-60.0% | $4,876-66.8% |
| Participant deferral / active EE | $3,961 | $4,005-1.1% | $3,287+20.5% | $5,439-27.2% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |