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 | $45,624 | $93,071-51.0% | $74,583-38.8% | $273,961-83.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 3.81% | 26.18%-22.4pp | 20.47%-16.7pp | 41.45%-37.6pp |
| Employer contribution / active EE | $12,000 | $3,160+279.8% | $2,525+375.2% | $4,869+146.5% |
| Participant deferral / active EE | $1,716 | $4,160-58.8% | $3,458-50.4% | $5,287-67.5% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |