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 | $72,287 | $217,402-66.7% | $185,823-61.1% | $167,490-56.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.30% | 148.36%-134.1pp | 122.05%-107.7pp | 478.56%-464.3pp |
| Employer contribution / active EE | $2,208 | $5,873-62.4% | $5,167-57.3% | $4,837-54.3% |
| Participant deferral / active EE | $7,429 | $6,356+16.9% | $5,568+33.4% | $6,341+17.1% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |