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 | $46,604 | $104,251-55.3% | $91,001-48.8% | $147,584-68.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 17.66% | 27.06%-9.4pp | 4.60%+13.1pp | 578.55%-560.9pp |
| Employer contribution / active EE | $997 | $3,116-68.0% | $2,456-59.4% | $4,876-79.6% |
| Participant deferral / active EE | $2,474 | $4,195-41.0% | $3,547-30.3% | $5,439-54.5% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |