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 | $17,840 | $96,635-81.5% | $86,612-79.4% | $139,434-87.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.40% | 106.41%-92.0pp | 591.07%-576.7pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,127 | $3,263-34.8% | $3,022-29.6% | $4,751-55.2% |
| Participant deferral / active EE | $2,997 | $4,836-38.0% | $4,438-32.5% | $6,710-55.3% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |