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 | $85,903 | $210,648-59.2% | $177,989-51.7% | $145,922-41.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.86% | 385.86%-374.0pp | 294.48%-282.6pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,318 | $4,565-71.1% | $3,949-66.6% | $4,660-71.7% |
| Participant deferral / active EE | $1,318 | $6,958-81.1% | $6,276-79.0% | $6,688-80.3% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |