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 | $93,505 | $226,064-58.6% | $182,532-48.8% | $152,861-38.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 21.43% | 192.51%-171.1pp | 148.54%-127.1pp | 345.32%-323.9pp |
| Employer contribution / active EE | $7,629 | $4,978+53.2% | $4,076+87.2% | $4,762+60.2% |
| Participant deferral / active EE | $5,286 | $6,368-17.0% | $5,524-4.3% | $5,850-9.7% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |