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 | $134,097 | $232,540-42.3% | $185,117-27.6% | $147,584-9.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 21.50% | 43.03%-21.5pp | 40.50%-19.0pp | 578.55%-557.0pp |
| Employer contribution / active EE | $2,445 | $5,195-52.9% | $4,182-41.5% | $4,876-49.9% |
| Participant deferral / active EE | $4,500 | $5,834-22.9% | $5,045-10.8% | $5,439-17.3% |
| Admin fee / account holder | $80 | $10,275-99.2% | $8,159-99.0% | $10,885-99.3% |