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 | $102,476 | $142,405-28.0% | $115,157-11.0% | $152,861-33.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 15.84% | 41.48%-25.6pp | 35.60%-19.8pp | 345.32%-329.5pp |
| Employer contribution / active EE | $2,602 | $4,010-35.1% | $3,179-18.1% | $4,762-45.4% |
| Participant deferral / active EE | $2,602 | $5,164-49.6% | $4,168-37.6% | $5,850-55.5% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |