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 | $31,672 | $171,164-81.5% | $127,761-75.2% | $152,861-79.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 23.51% | 23.54%0pp | 26.14%-2.6pp | 345.32%-321.8pp |
| Employer contribution / active EE | $4,998 | $5,447-8.2% | $4,574+9.3% | $4,762+4.9% |
| Participant deferral / active EE | $4,368 | $7,038-37.9% | $6,021-27.5% | $5,850-25.3% |
| Admin fee / account holder | $0 | $14,530-100.0% | $9,395-100.0% | $11,596-100.0% |