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 | $36,333 | $228,332-84.1% | $185,823-80.4% | $158,922-77.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.16% | 40.80%-25.6pp | 35.95%-20.8pp | 302.83%-287.7pp |
| Employer contribution / active EE | $6,757 | $4,967+36.0% | $4,087+65.3% | $4,761+41.9% |
| Participant deferral / active EE | $3,998 | $6,415-37.7% | $5,632-29.0% | $5,982-33.2% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |