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 | $96,411 | $99,020-2.6% | $86,590+11.3% | $147,584-34.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.86% | 1312.34%-1297.5pp | 964.84%-950.0pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,275 | $3,132-59.3% | $2,839-55.1% | $4,876-73.8% |
| Participant deferral / active EE | $8,548 | $3,972+115.2% | $3,609+136.9% | $5,439+57.2% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |