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 | $91,289 | $135,635-32.7% | $110,238-17.2% | $135,375-32.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 5.43% | 513.19%-507.8pp | 314.74%-309.3pp | 519.73%-514.3pp |
| Employer contribution / active EE | $12,240 | $4,906+149.5% | $3,826+219.9% | $4,779+156.1% |
| Participant deferral / active EE | $21,000 | $5,506+281.4% | $4,672+349.5% | $5,609+274.4% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |