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 | $82,876 | $103,949-20.3% | $69,182+19.8% | $273,961-69.7% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 22.41% | 35.28%-12.9pp | -21.93%+44.3pp | 41.45%-19.0pp |
| Employer contribution / active EE | $139 | $1,783-92.2% | $1,206-88.5% | $4,869-97.1% |
| Participant deferral / active EE | $139 | $2,716-94.9% | $1,897-92.7% | $5,287-97.4% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |