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 | $28,736 | $90,600-68.3% | $79,464-63.8% | $135,375-78.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 4.75% | 977.43%-972.7pp | 718.14%-713.4pp | 519.73%-515.0pp |
| Employer contribution / active EE | $3,260 | $3,068+6.3% | $2,800+16.4% | $4,779-31.8% |
| Participant deferral / active EE | $6,360 | $4,050+57.0% | $3,704+71.7% | $5,609+13.4% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |