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 | $56,439 | $181,894-69.0% | $156,549-63.9% | $273,961-79.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 20.74% | 30.74%-10.0pp | 32.23%-11.5pp | 41.45%-20.7pp |
| Employer contribution / active EE | $13,583 | $6,248+117.4% | $5,501+146.9% | $4,869+179.0% |
| Participant deferral / active EE | $9,116 | $5,550+64.3% | $4,871+87.2% | $5,287+72.4% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |