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 | $41,978 | $87,013-51.8% | $106,213-60.5% | $80,856-48.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 16.82% | 17.05%-0.2pp | 116.14%-99.3pp | 35.59%-18.8pp |
| Employer contribution / active EE | $2,284 | $2,395-4.6% | $3,171-28.0% | $2,755-17.1% |
| Participant deferral / active EE | $2,015 | $3,986-49.4% | $5,016-59.8% | $4,296-53.1% |
| Admin fee / account holder | $0 | $8,431-100.0% | $11,033-100.0% | $6,918-100.0% |