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 | $95,170 | $135,635-29.8% | $110,238-13.7% | $135,375-29.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 18.18% | 513.19%-495.0pp | 314.74%-296.6pp | 519.73%-501.6pp |
| Employer contribution / active EE | $4,052 | $4,906-17.4% | $3,826+5.9% | $4,779-15.2% |
| Participant deferral / active EE | $11,924 | $5,506+116.6% | $4,672+155.2% | $5,609+112.6% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |