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 | $39,821 | $118,680-66.4% | $98,907-59.7% | $158,922-74.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 15.62% | 372.35%-356.7pp | 196.43%-180.8pp | 302.83%-287.2pp |
| Employer contribution / active EE | $3,391 | $3,333+1.8% | $2,689+26.1% | $4,761-28.8% |
| Participant deferral / active EE | $2,702 | $5,088-46.9% | $4,244-36.3% | $5,982-54.8% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |