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 | $82,859 | $72,177+14.8% | $115,037-28.0% | $59,632+39.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 38.49% | 12.02%+26.5pp | 26.14%+12.3pp | 2041.28%-2002.8pp |
| Employer contribution / active EE | $1,560 | $2,841-45.1% | $4,608-66.1% | $2,203-29.2% |
| Participant deferral / active EE | $2,923 | $4,783-38.9% | $6,026-51.5% | $3,192-8.4% |
| Admin fee / account holder | $2 | $4,927-100.0% | $8,175-100.0% | $4,297-99.9% |