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 | $92,217 | $165,335-44.2% | $149,696-38.4% | $158,922-42.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.66% | 348.15%-331.5pp | 276.60%-259.9pp | 302.83%-286.2pp |
| Employer contribution / active EE | $6,483 | $5,103+27.0% | $4,644+39.6% | $4,761+36.2% |
| Participant deferral / active EE | $3,295 | $7,181-54.1% | $6,842-51.8% | $5,982-44.9% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |