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 | $69,105 | $209,832-67.1% | $189,513-63.5% | $167,490-58.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.20% | 748.27%-728.1pp | 555.15%-534.9pp | 478.56%-458.4pp |
| Employer contribution / active EE | $3,824 | $6,914-44.7% | $6,162-37.9% | $4,837-21.0% |
| Participant deferral / active EE | $5,045 | $8,935-43.5% | $8,221-38.6% | $6,341-20.4% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |