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 | $96,325 | $177,572-45.8% | $154,803-37.8% | $142,382-32.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.91% | 65.07%-50.2pp | 58.88%-44.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,376 | $4,810-71.4% | $4,305-68.1% | $4,299-68.0% |
| Participant deferral / active EE | $16,449 | $6,272+162.3% | $5,540+196.9% | $6,507+152.8% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |