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 9-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 | $205,208 | $405,731-49.4% | $185,681+10.5% | $405,731-49.4% |
| Participation rate | 100.0% | 91.9%+8.1pp | 75.0%+25.0pp | 91.9%+8.1pp |
| Annual return | 9.40% | 4.30%+5.1pp | 19.81%-10.4pp | 4.30%+5.1pp |
| Employer contribution / active EE | $0 | $26,636-100.0% | $6,154-100.0% | $26,636-100.0% |
| Participant deferral / active EE | $0 | $5,788-100.0% | $0 | $5,788-100.0% |
| Admin fee / account holder | $0 | $12,997-100.0% | $1,253-100.0% | $12,997-100.0% |