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 | $56,936 | $74,888-24.0% | $71,209-20.0% | $142,382-60.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.39% | 345.14%-326.8pp | 282.51%-264.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $956 | $2,854-66.5% | $2,721-64.9% | $4,299-77.8% |
| Participant deferral / active EE | $1,655 | $4,454-62.8% | $4,175-60.4% | $6,507-74.6% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |