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 | $31,679 | $96,557-67.2% | $80,975-60.9% | $273,961-88.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 29.38% | 15.14%+14.2pp | 17.10%+12.3pp | 41.45%-12.1pp |
| Employer contribution / active EE | $3,236 | $4,868-33.5% | $3,714-12.9% | $4,869-33.5% |
| Participant deferral / active EE | $15,619 | $6,598+136.7% | $5,696+174.2% | $5,287+195.4% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |