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 | $62,369 | $183,963-66.1% | $162,163-61.5% | $152,861-59.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.68% | 150.76%-122.1pp | 115.59%-86.9pp | 345.32%-316.6pp |
| Employer contribution / active EE | $7,457 | $6,371+17.1% | $5,614+32.8% | $4,762+56.6% |
| Participant deferral / active EE | $3,090 | $8,034-61.5% | $7,298-57.7% | $5,850-47.2% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |