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 | $16,894 | $99,341-83.0% | $84,750-80.1% | $273,961-93.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 34.74% | 22.93%+11.8pp | 22.78%+12.0pp | 41.45%-6.7pp |
| Employer contribution / active EE | $2,565 | $4,214-39.1% | $3,574-28.2% | $4,869-47.3% |
| Participant deferral / active EE | $7,440 | $4,269+74.3% | $3,712+100.4% | $5,287+40.7% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |