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 | $63,972 | $140,940-54.6% | $112,229-43.0% | $139,434-54.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 37.26% | 32.71%+4.6pp | 30.20%+7.1pp | 372.94%-335.7pp |
| Employer contribution / active EE | $2,640 | $4,283-38.4% | $3,430-23.0% | $4,751-44.4% |
| Participant deferral / active EE | $2,999 | $5,874-48.9% | $4,798-37.5% | $6,710-55.3% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |