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 | $38,209 | $97,757-60.9% | $83,848-54.4% | $135,375-71.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 1.25% | 1287.37%-1286.1pp | 850.88%-849.6pp | 519.73%-518.5pp |
| Employer contribution / active EE | $1,000 | $4,222-76.3% | $3,631-72.5% | $4,779-79.1% |
| Participant deferral / active EE | $1,992 | $4,682-57.5% | $4,082-51.2% | $5,609-64.5% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |