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 | $97,104 | $144,119-32.6% | $117,854-17.6% | $147,584-34.2% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 15.61% | 531.15%-515.5pp | 335.08%-319.5pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,648 | $4,896-66.3% | $3,786-56.5% | $4,876-66.2% |
| Participant deferral / active EE | $2,585 | $5,316-51.4% | $4,482-42.3% | $5,439-52.5% |
| Admin fee / account holder | $30 | $10,886-99.7% | $8,020-99.6% | $10,885-99.7% |