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 | $44,931 | $83,337-46.1% | $67,834-33.8% | $273,961-83.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.66% | 259.45%-252.8pp | 138.47%-131.8pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,989 | $3,287-39.5% | $2,403-17.2% | $4,869-59.1% |
| Participant deferral / active EE | $9,368 | $4,088+129.1% | $3,160+196.5% | $5,287+77.2% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |