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 | $35,190 | $104,907-66.5% | $84,611-58.4% | $152,861-77.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 25.84% | 373.79%-347.9pp | 258.74%-232.9pp | 345.32%-319.5pp |
| Employer contribution / active EE | $380 | $3,302-88.5% | $2,652-85.7% | $4,762-92.0% |
| Participant deferral / active EE | $1,140 | $4,688-75.7% | $3,899-70.8% | $5,850-80.5% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |