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 | $93,039 | $149,679-37.8% | $117,039-20.5% | $147,584-37.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 19.06% | 19.31%-0.3pp | 18.95%+0.1pp | 578.55%-559.5pp |
| Employer contribution / active EE | $3,835 | $4,937-22.3% | $3,785+1.3% | $4,876-21.4% |
| Participant deferral / active EE | $26,000 | $4,912+429.3% | $3,929+561.7% | $5,439+378.1% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |