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 | $39,074 | $102,966-62.1% | $90,281-56.7% | $152,861-74.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.67% | 95.16%-76.5pp | 78.10%-59.4pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,889 | $3,139-39.8% | $2,854-33.8% | $4,762-60.3% |
| Participant deferral / active EE | $2,436 | $4,281-43.1% | $3,885-37.3% | $5,850-58.4% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |