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 | $163,101-56.2% | $136,749-47.8% | $142,382-49.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 10.00% | 27.54%-17.5pp | 24.33%-14.3pp | 217.08%-207.1pp |
| Employer contribution / active EE | $2,707 | $4,117-34.2% | $3,400-20.4% | $4,299-37.0% |
| Participant deferral / active EE | $3,969 | $5,585-28.9% | $4,692-15.4% | $6,507-39.0% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |