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 | $19,719 | $117,381-83.2% | $99,443-80.2% | $152,861-87.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 11.07% | 31.87%-20.8pp | 30.72%-19.7pp | 345.32%-334.3pp |
| Employer contribution / active EE | $1,489 | $3,013-50.6% | $2,540-41.4% | $4,762-68.7% |
| Participant deferral / active EE | $5,110 | $4,086+25.1% | $3,619+41.2% | $5,850-12.7% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |