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 | $43,553 | $114,381-61.9% | $107,525-59.5% | $142,382-69.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 25.69% | 242.71%-217.0pp | 181.32%-155.6pp | 217.08%-191.4pp |
| Employer contribution / active EE | $2,048 | $4,015-49.0% | $3,754-45.4% | $4,299-52.4% |
| Participant deferral / active EE | $3,316 | $5,564-40.4% | $5,116-35.2% | $6,507-49.0% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |