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 | $52,739 | $91,037-42.1% | $71,671-26.4% | $147,584-64.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 21.64% | 20.48%+1.2pp | 20.65%+1.0pp | 578.55%-556.9pp |
| Employer contribution / active EE | $3,483 | $3,327+4.7% | $2,460+41.6% | $4,876-28.6% |
| Participant deferral / active EE | $8,396 | $4,498+86.6% | $3,438+144.2% | $5,439+54.4% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |