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 | $97,598 | $197,591-50.6% | $177,821-45.1% | $158,922-38.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 108.58% | 58.76%+49.8pp | 48.32%+60.3pp | 302.83%-194.2pp |
| Employer contribution / active EE | $8,171 | $6,697+22.0% | $5,918+38.1% | $4,761+71.6% |
| Participant deferral / active EE | $6,467 | $8,405-23.1% | $7,714-16.2% | $5,982+8.1% |
| Admin fee / account holder | $1 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |