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 | $113,516 | $228,332-50.3% | $185,823-38.9% | $158,922-28.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 10.60% | 40.80%-30.2pp | 35.95%-25.4pp | 302.83%-292.2pp |
| Employer contribution / active EE | $10,299 | $4,967+107.4% | $4,087+152.0% | $4,761+116.3% |
| Participant deferral / active EE | $6,264 | $6,415-2.3% | $5,632+11.2% | $5,982+4.7% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |