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 | $46,090 | $117,381-60.7% | $99,443-53.7% | $152,861-69.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 25.92% | 31.87%-5.9pp | 30.72%-4.8pp | 345.32%-319.4pp |
| Employer contribution / active EE | $2,734 | $3,013-9.2% | $2,540+7.7% | $4,762-42.6% |
| Participant deferral / active EE | $3,193 | $4,086-21.8% | $3,619-11.8% | $5,850-45.4% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |