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 | $116,857 | $228,332-48.8% | $185,823-37.1% | $158,922-26.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.62% | 40.80%-26.2pp | 35.95%-21.3pp | 302.83%-288.2pp |
| Employer contribution / active EE | $4,363 | $4,967-12.1% | $4,087+6.8% | $4,761-8.4% |
| Participant deferral / active EE | $5,585 | $6,415-12.9% | $5,632-0.8% | $5,982-6.6% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |