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 | $47,434 | $198,466-76.1% | $170,442-72.2% | $147,584-67.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 78.49% | 257.29%-178.8pp | 205.93%-127.4pp | 578.55%-500.1pp |
| Employer contribution / active EE | $5,189 | $6,184-16.1% | $5,433-4.5% | $4,876+6.4% |
| Participant deferral / active EE | $3,444 | $5,629-38.8% | $4,939-30.3% | $5,439-36.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |