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 | $23,073 | $99,652-76.8% | $78,778-70.7% | $147,584-84.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 8.29% | 47.28%-39.0pp | 35.62%-27.3pp | 578.55%-570.3pp |
| Employer contribution / active EE | $2,482 | $2,796-11.2% | $1,986+25.0% | $4,876-49.1% |
| Participant deferral / active EE | $3,558 | $3,664-2.9% | $2,958+20.3% | $5,439-34.6% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |