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 | $66,915 | $105,931-36.8% | $81,930-18.3% | $158,922-57.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 15.51% | 38.17%-22.7pp | 29.49%-14.0pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,743 | $7,800-64.8% | $4,310-36.4% | $4,761-42.4% |
| Participant deferral / active EE | $2,743 | $13,003-78.9% | $7,107-61.4% | $5,982-54.2% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |