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 | $28,874 | $121,625-76.3% | $104,607-72.4% | $158,922-81.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 13.49% | 465.26%-451.8pp | 340.46%-327.0pp | 302.83%-289.3pp |
| Employer contribution / active EE | $2,424 | $3,163-23.4% | $2,681-9.6% | $4,761-49.1% |
| Participant deferral / active EE | $9,483 | $4,177+127.0% | $3,740+153.6% | $5,982+58.5% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |