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 | $101,763 | $185,822-45.2% | $169,993-40.1% | $139,434-27.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.45% | 60.50%-37.0pp | 53.37%-29.9pp | 372.94%-349.5pp |
| Employer contribution / active EE | $11,083 | $7,590+46.0% | $6,785+63.3% | $4,751+133.3% |
| Participant deferral / active EE | $5,666 | $11,622-51.2% | $10,408-45.6% | $6,710-15.6% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |