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 | $36,649 | $103,376-64.5% | $87,100-57.9% | $152,861-76.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 16.26% | 28.10%-11.8pp | 28.19%-11.9pp | 345.32%-329.1pp |
| Employer contribution / active EE | $2,654 | $3,220-17.6% | $2,521+5.3% | $4,762-44.3% |
| Participant deferral / active EE | $3,777 | $4,778-20.9% | $4,049-6.7% | $5,850-35.4% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |