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 | $41,978 | $140,588-70.1% | $123,104-65.9% | $125,391-66.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 11.31% | 16.80%-5.5pp | 13.22%-1.9pp | 282.22%-270.9pp |
| Employer contribution / active EE | $7,636 | $6,041+26.4% | $5,151+48.2% | $4,866+56.9% |
| Participant deferral / active EE | $5,653 | $6,980-19.0% | $6,230-9.3% | $5,352+5.6% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |