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 | $152,488 | $106,584+43.1% | $101,326+50.5% | $142,382+7.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.85% | 36.93%-20.1pp | 36.82%-20.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,301 | $3,956-41.8% | $3,665-37.2% | $4,299-46.5% |
| Participant deferral / active EE | $3,066 | $8,297-63.0% | $7,994-61.6% | $6,507-52.9% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |