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 | $29,495 | $105,859-72.1% | $90,160-67.3% | $147,584-80.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.59% | 37.63%-19.0pp | 34.88%-16.3pp | 578.55%-560.0pp |
| Employer contribution / active EE | $2,058 | $4,126-50.1% | $3,318-38.0% | $4,876-57.8% |
| Participant deferral / active EE | $3,830 | $5,733-33.2% | $5,288-27.6% | $5,439-29.6% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |