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 | $52,517 | $103,949-49.5% | $69,182-24.1% | $273,961-80.8% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 9.81% | 35.28%-25.5pp | -21.93%+31.7pp | 41.45%-31.6pp |
| Employer contribution / active EE | $851 | $1,783-52.3% | $1,206-29.4% | $4,869-82.5% |
| Participant deferral / active EE | $5,000 | $2,716+84.1% | $1,897+163.6% | $5,287-5.4% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |