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 | $48,798 | $148,534-67.1% | $135,903-64.1% | $139,434-65.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.69% | 79.19%-57.5pp | 68.23%-46.5pp | 372.94%-351.2pp |
| Employer contribution / active EE | $2,743 | $5,243-47.7% | $4,856-43.5% | $4,751-42.3% |
| Participant deferral / active EE | $3,333 | $8,100-58.8% | $7,758-57.0% | $6,710-50.3% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |