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 | $48,331 | $83,337-42.0% | $67,834-28.8% | $273,961-82.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 10.15% | 259.45%-249.3pp | 138.47%-128.3pp | 41.45%-31.3pp |
| Employer contribution / active EE | $8,264 | $3,287+151.4% | $2,403+243.9% | $4,869+69.7% |
| Participant deferral / active EE | $6,787 | $4,088+66.0% | $3,160+114.8% | $5,287+28.4% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |