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 | $46,526 | $202,432-77.0% | $169,368-72.5% | $139,434-66.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.18% | 531.74%-521.6pp | 405.60%-395.4pp | 372.94%-362.8pp |
| Employer contribution / active EE | $4,104 | $4,692-12.5% | $4,013+2.3% | $4,751-13.6% |
| Participant deferral / active EE | $8,501 | $6,938+22.5% | $6,221+36.6% | $6,710+26.7% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |