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 | $32,269 | $90,503-64.3% | $78,689-59.0% | $273,961-88.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.88% | 75.60%-64.7pp | 62.18%-51.3pp | 41.45%-30.6pp |
| Employer contribution / active EE | $9,011 | $3,176+183.7% | $2,851+216.1% | $4,869+85.1% |
| Participant deferral / active EE | $7,841 | $3,901+101.0% | $3,517+122.9% | $5,287+48.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |