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 | $27,987 | $98,240-71.5% | $82,313-66.0% | $147,584-81.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 28.23% | 30.85%-2.6pp | 25.88%+2.4pp | 578.55%-550.3pp |
| Employer contribution / active EE | $2,829 | $3,192-11.4% | $2,428+16.5% | $4,876-42.0% |
| Participant deferral / active EE | $4,976 | $4,383+13.5% | $3,706+34.3% | $5,439-8.5% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |