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 | $34,840 | $104,251-66.6% | $91,001-61.7% | $147,584-76.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 13.95% | 27.06%-13.1pp | 4.60%+9.3pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,472 | $3,116-52.8% | $2,456-40.1% | $4,876-69.8% |
| Participant deferral / active EE | $1,759 | $4,195-58.1% | $3,547-50.4% | $5,439-67.7% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |