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 | $38,070 | $110,261-65.5% | $95,745-60.2% | $139,434-72.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.77% | 27.11%-10.3pp | 28.35%-11.6pp | 372.94%-356.2pp |
| Employer contribution / active EE | $4,219 | $3,257+29.5% | $2,835+48.8% | $4,751-11.2% |
| Participant deferral / active EE | $1,279 | $4,676-72.6% | $4,245-69.9% | $6,710-80.9% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |