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 | $31,161 | $100,901-69.1% | $75,670-58.8% | $147,584-78.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 20.75% | 35.78%-15.0pp | 27.34%-6.6pp | 578.55%-557.8pp |
| Employer contribution / active EE | $3,471 | $3,253+6.7% | $2,352+47.6% | $4,876-28.8% |
| Participant deferral / active EE | $7,460 | $4,027+85.2% | $3,142+137.4% | $5,439+37.2% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |