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 | $104,610 | $135,952-23.1% | $123,892-15.6% | $273,961-61.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.40% | 56.63%-48.2pp | 47.52%-39.1pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,495 | $5,170-51.7% | $4,617-46.0% | $4,869-48.7% |
| Participant deferral / active EE | $5,254 | $6,343-17.2% | $5,984-12.2% | $5,287-0.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |