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 | $130,875 | $192,717-32.1% | $142,449-8.1% | $139,434-6.1% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 24.82% | 17.99%+6.8pp | 19.99%+4.8pp | 372.94%-348.1pp |
| Employer contribution / active EE | $2,416 | $5,806-58.4% | $4,847-50.2% | $4,751-49.1% |
| Participant deferral / active EE | $10,184 | $7,208+41.3% | $6,283+62.1% | $6,710+51.8% |
| Admin fee / account holder | $0 | $15,124-100.0% | $10,011-100.0% | $11,403-100.0% |