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 | $41,595 | $84,696-50.9% | $75,696-45.0% | $167,490-75.2% |
| Participation rate | 94.4% | 77.8%+16.6pp | 74.8%+19.6pp | 82.1%+12.3pp |
| Annual return | 11.94% | 199.36%-187.4pp | 104.53%-92.6pp | 478.56%-466.6pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,691 | $4,580-41.2% | $3,821-29.6% | $6,341-57.6% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |