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 | $96,916 | $176,377-45.1% | $134,143-27.8% | $158,922-39.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 40.08% | 63.63%-23.6pp | 36.33%+3.7pp | 302.83%-262.7pp |
| Employer contribution / active EE | $683 | $5,040-86.4% | $3,704-81.6% | $4,761-85.7% |
| Participant deferral / active EE | $7,603 | $4,091+85.8% | $3,499+117.3% | $5,982+27.1% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |