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 | $42,564 | $103,376-58.8% | $87,100-51.1% | $152,861-72.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 29.44% | 28.10%+1.3pp | 28.19%+1.2pp | 345.32%-315.9pp |
| Employer contribution / active EE | $4,339 | $3,220+34.7% | $2,521+72.1% | $4,762-8.9% |
| Participant deferral / active EE | $11,862 | $4,778+148.3% | $4,049+193.0% | $5,850+102.8% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |