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 | $39,911 | $273,961-85.4% | $73,392-45.6% | $273,961-85.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 59.9%+40.1pp | 83.0%+17.0pp |
| Annual return | 14.46% | 41.45%-27.0pp | 19.19%-4.7pp | 41.45%-27.0pp |
| Employer contribution / active EE | $9,750 | $4,869+100.3% | $4,789+103.6% | $4,869+100.3% |
| Participant deferral / active EE | $9,750 | $5,287+84.4% | $5,472+78.2% | $5,287+84.4% |
| Admin fee / account holder | $0 | $10,132-100.0% | $512-100.0% | $10,132-100.0% |