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 | $117,899 | $179,726-34.4% | $156,263-24.6% | $142,382-17.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.32% | 77.86%-66.5pp | 59.47%-48.1pp | 217.08%-205.8pp |
| Employer contribution / active EE | $4,181 | $5,069-17.5% | $4,333-3.5% | $4,299-2.8% |
| Participant deferral / active EE | $8,696 | $6,956+25.0% | $6,158+41.2% | $6,507+33.6% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |