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 | $29,168 | $102,828-71.6% | $105,387-72.3% | $152,861-80.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.74% | 20.85%+1.9pp | 26.82%-4.1pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,714 | $4,473-39.3% | $4,213-35.6% | $4,762-43.0% |
| Participant deferral / active EE | $1,894 | $5,465-65.4% | $5,502-65.6% | $5,850-67.6% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,596-100.0% |