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 | $26,688 | $113,339-76.5% | $94,993-71.9% | $147,584-81.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 19.23% | 20.77%-1.5pp | 27.12%-7.9pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,458 | $3,160-53.9% | $2,603-44.0% | $4,876-70.1% |
| Participant deferral / active EE | $7,819 | $3,777+107.0% | $3,317+135.7% | $5,439+43.8% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |