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 | $47,573 | $102,616-53.6% | $81,983-42.0% | $158,922-70.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 22.56% | 61.04%-38.5pp | 41.31%-18.7pp | 302.83%-280.3pp |
| Employer contribution / active EE | $2,915 | $3,240-10.0% | $2,498+16.7% | $4,761-38.8% |
| Participant deferral / active EE | $6,686 | $4,648+43.8% | $3,722+79.6% | $5,982+11.8% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |