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 | $27,790 | $84,233-67.0% | $170,442-83.7% | $70,131-60.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.96% | 23.06%-4.1pp | 205.93%-187.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,514 | $3,387-55.3% | $5,433-72.1% | $2,342-35.4% |
| Participant deferral / active EE | $2,296 | $3,086-25.6% | $4,939-53.5% | $3,332-31.1% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |