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 | $23,419 | $104,251-77.5% | $91,001-74.3% | $147,584-84.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 20.20% | 27.06%-6.9pp | 4.60%+15.6pp | 578.55%-558.4pp |
| Employer contribution / active EE | $3,062 | $3,116-1.7% | $2,456+24.7% | $4,876-37.2% |
| Participant deferral / active EE | $5,299 | $4,195+26.3% | $3,547+49.4% | $5,439-2.6% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |