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 5-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 | $48,609 | $100,970-51.9% | $96,576-49.7% | $137,256-64.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.43% | 38.16%-22.7pp | 38.47%-23.0pp | 220.34%-204.9pp |
| Employer contribution / active EE | $826 | $3,809-78.3% | $3,553-76.8% | $4,156-80.1% |
| Participant deferral / active EE | $3,444 | $8,286-58.4% | $7,956-56.7% | $6,407-46.3% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |