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 | $99,119 | $135,952-27.1% | $123,892-20.0% | $273,961-63.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 57.08% | 56.63%+0.5pp | 47.52%+9.6pp | 41.45%+15.6pp |
| Employer contribution / active EE | $8,191 | $5,170+58.4% | $4,617+77.4% | $4,869+68.2% |
| Participant deferral / active EE | $14,200 | $6,343+123.9% | $5,984+137.3% | $5,287+168.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |