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 | $82,244 | $95,416-13.8% | $185,823-55.7% | $85,850-4.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 22.26% | 23.59%-1.3pp | 122.05%-99.8pp | 318.53%-296.3pp |
| Employer contribution / active EE | $3,501 | $3,314+5.6% | $5,167-32.3% | $2,565+36.5% |
| Participant deferral / active EE | $4,266 | $3,423+24.6% | $5,568-23.4% | $3,952+8.0% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |