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 | $105,515 | $135,635-22.2% | $110,238-4.3% | $135,375-22.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 5.27% | 513.19%-507.9pp | 314.74%-309.5pp | 519.73%-514.5pp |
| Employer contribution / active EE | $4,550 | $4,906-7.3% | $3,826+18.9% | $4,779-4.8% |
| Participant deferral / active EE | $8,167 | $5,506+48.3% | $4,672+74.8% | $5,609+45.6% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |