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 | $48,210 | $99,341-51.5% | $84,750-43.1% | $273,961-82.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 18.52% | 22.93%-4.4pp | 22.78%-4.3pp | 41.45%-22.9pp |
| Employer contribution / active EE | $1,789 | $4,214-57.5% | $3,574-49.9% | $4,869-63.3% |
| Participant deferral / active EE | $2,037 | $4,269-52.3% | $3,712-45.1% | $5,287-61.5% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |