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 | $81,882 | $117,841-30.5% | $102,423-20.1% | $145,922-43.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.18% | 31.65%-13.5pp | 29.32%-11.1pp | 561.29%-543.1pp |
| Employer contribution / active EE | $3,235 | $3,615-10.5% | $3,023+7.0% | $4,660-30.6% |
| Participant deferral / active EE | $15,574 | $5,731+171.8% | $5,053+208.2% | $6,688+132.9% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |