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 | $146,938 | $197,591-25.6% | $177,821-17.4% | $158,922-7.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 25.99% | 58.76%-32.8pp | 48.32%-22.3pp | 302.83%-276.8pp |
| Employer contribution / active EE | $4,619 | $6,697-31.0% | $5,918-22.0% | $4,761-3.0% |
| Participant deferral / active EE | $3,125 | $8,405-62.8% | $7,714-59.5% | $5,982-47.8% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |