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 | $214,612 | $163,101+31.6% | $136,749+56.9% | $142,382+50.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.79% | 27.54%-10.8pp | 24.33%-7.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,080 | $4,117-25.2% | $3,400-9.4% | $4,299-28.4% |
| Participant deferral / active EE | $7,741 | $5,585+38.6% | $4,692+65.0% | $6,507+19.0% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |