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 | $25,731 | $101,069-74.5% | $81,478-68.4% | $147,584-82.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 19.45% | 32.40%-12.9pp | 38.78%-19.3pp | 578.55%-559.1pp |
| Employer contribution / active EE | $4,073 | $3,205+27.1% | $2,568+58.6% | $4,876-16.5% |
| Participant deferral / active EE | $10,581 | $4,242+149.4% | $3,537+199.2% | $5,439+94.5% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |