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 | $47,346 | $148,534-68.1% | $135,903-65.2% | $139,434-66.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.03% | 79.19%-65.2pp | 68.23%-54.2pp | 372.94%-358.9pp |
| Employer contribution / active EE | $3,010 | $5,243-42.6% | $4,856-38.0% | $4,751-36.6% |
| Participant deferral / active EE | $9,747 | $8,100+20.3% | $7,758+25.6% | $6,710+45.3% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |