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 | $35,889 | $181,894-80.3% | $156,549-77.1% | $273,961-86.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 16.22% | 30.74%-14.5pp | 32.23%-16.0pp | 41.45%-25.2pp |
| Employer contribution / active EE | $4,171 | $6,248-33.2% | $5,501-24.2% | $4,869-14.3% |
| Participant deferral / active EE | $14,667 | $5,550+164.3% | $4,871+201.1% | $5,287+177.4% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |