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 | $71,433 | $161,352-55.7% | $134,172-46.8% | $137,256-48.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 10.00% | 28.72%-18.7pp | 25.30%-15.3pp | 220.34%-210.3pp |
| Employer contribution / active EE | $2,707 | $4,099-34.0% | $3,420-20.9% | $4,156-34.9% |
| Participant deferral / active EE | $3,969 | $5,552-28.5% | $4,690-15.4% | $6,407-38.1% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |