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 | $44,849 | $65,696-31.7% | $56,429-20.5% | $147,584-69.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 21.51% | 13.32%+8.2pp | 19.04%+2.5pp | 578.55%-557.0pp |
| Employer contribution / active EE | $3,192 | $4,121-22.6% | $3,405-6.3% | $4,876-34.6% |
| Participant deferral / active EE | $3,752 | $4,876-23.1% | $3,951-5.1% | $5,439-31.0% |
| Admin fee / account holder | $0 | $5,947-100.0% | $4,466-100.0% | $10,885-100.0% |