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 | $37,329 | $157,256-76.3% | $141,162-73.6% | $152,861-75.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.26% | 64.32%-38.1pp | 71.39%-45.1pp | 345.32%-319.1pp |
| Employer contribution / active EE | $1,662 | $5,261-68.4% | $4,735-64.9% | $4,762-65.1% |
| Participant deferral / active EE | $6,697 | $7,109-5.8% | $6,709-0.2% | $5,850+14.5% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |