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 | $69,407 | $168,632-58.8% | $147,614-53.0% | $125,391-44.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 3.90% | 77.65%-73.7pp | 61.98%-58.1pp | 282.22%-278.3pp |
| Employer contribution / active EE | $3,277 | $6,252-47.6% | $5,564-41.1% | $4,866-32.7% |
| Participant deferral / active EE | $5,255 | $5,507-4.6% | $4,895+7.3% | $5,352-1.8% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |