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 | $46,301 | $93,346-50.4% | $71,796-35.5% | $273,961-83.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 9.81% | 130.39%-120.6pp | 78.04%-68.2pp | 41.45%-31.6pp |
| Employer contribution / active EE | $9,113 | $2,733+233.4% | $1,924+373.5% | $4,869+87.2% |
| Participant deferral / active EE | $6,395 | $3,475+84.0% | $2,794+128.8% | $5,287+21.0% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |