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 | $37,375 | $127,264-70.6% | $109,895-66.0% | $167,490-77.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 9.85% | 22.97%-13.1pp | 29.45%-19.6pp | 478.56%-468.7pp |
| Employer contribution / active EE | $3,448 | $3,322+3.8% | $2,842+21.3% | $4,837-28.7% |
| Participant deferral / active EE | $10,781 | $4,514+138.8% | $4,048+166.3% | $6,341+70.0% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |