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 | $23,362 | $105,859-77.9% | $90,160-74.1% | $147,584-84.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 28.60% | 37.63%-9.0pp | 34.88%-6.3pp | 578.55%-549.9pp |
| Employer contribution / active EE | $1,864 | $4,126-54.8% | $3,318-43.8% | $4,876-61.8% |
| Participant deferral / active EE | $7,294 | $5,733+27.2% | $5,288+37.9% | $5,439+34.1% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |