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 | $30,898 | $88,707-65.2% | $74,183-58.3% | $273,961-88.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.44% | 11.94%+0.5pp | 17.74%-5.3pp | 41.45%-29.0pp |
| Employer contribution / active EE | $11,549 | $3,159+265.6% | $2,370+387.3% | $4,869+137.2% |
| Participant deferral / active EE | $1,590 | $4,212-62.2% | $3,550-55.2% | $5,287-69.9% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |