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 | $90,467 | $113,339-20.2% | $94,993-4.8% | $147,584-38.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 31.36% | 20.77%+10.6pp | 27.12%+4.2pp | 578.55%-547.2pp |
| Employer contribution / active EE | $2,828 | $3,160-10.5% | $2,603+8.6% | $4,876-42.0% |
| Participant deferral / active EE | $15,917 | $3,777+321.4% | $3,317+379.8% | $5,439+192.7% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |