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 | $65,885 | $96,635-31.8% | $86,612-23.9% | $139,434-52.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.57% | 106.41%-89.8pp | 591.07%-574.5pp | 372.94%-356.4pp |
| Employer contribution / active EE | $3,730 | $3,263+14.3% | $3,022+23.4% | $4,751-21.5% |
| Participant deferral / active EE | $4,290 | $4,836-11.3% | $4,438-3.3% | $6,710-36.1% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |