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 | $52,906 | $185,822-71.5% | $169,993-68.9% | $139,434-62.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.32% | 60.50%-49.2pp | 53.37%-42.0pp | 372.94%-361.6pp |
| Employer contribution / active EE | $2,100 | $7,590-72.3% | $6,785-69.1% | $4,751-55.8% |
| Participant deferral / active EE | $3,305 | $11,622-71.6% | $10,408-68.2% | $6,710-50.8% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |