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 | $43,621 | $104,251-58.2% | $91,001-52.1% | $147,584-70.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 11.79% | 27.06%-15.3pp | 4.60%+7.2pp | 578.55%-566.8pp |
| Employer contribution / active EE | $2,450 | $3,116-21.4% | $2,456-0.2% | $4,876-49.8% |
| Participant deferral / active EE | $6,995 | $4,195+66.7% | $3,547+97.2% | $5,439+28.6% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |