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 | $32,806 | $116,175-71.8% | $93,606-65.0% | $152,861-78.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 28.91% | 35.96%-7.1pp | 32.76%-3.9pp | 345.32%-316.4pp |
| Employer contribution / active EE | $4,269 | $3,218+32.7% | $2,718+57.1% | $4,762-10.4% |
| Participant deferral / active EE | $2,949 | $4,603-35.9% | $4,069-27.5% | $5,850-49.6% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |