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 | $127,484 | $232,540-45.2% | $185,117-31.1% | $147,584-13.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 23.78% | 43.03%-19.2pp | 40.50%-16.7pp | 578.55%-554.8pp |
| Employer contribution / active EE | $2,792 | $5,195-46.3% | $4,182-33.2% | $4,876-42.7% |
| Participant deferral / active EE | $9,391 | $5,834+61.0% | $5,045+86.1% | $5,439+72.7% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |