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 | $63,265 | $107,334-41.1% | $92,893-31.9% | $152,861-58.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.66% | 145.58%-121.9pp | 109.41%-85.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $3,831 | $4,221-9.2% | $3,653+4.9% | $4,762-19.5% |
| Participant deferral / active EE | $10,570 | $4,845+118.2% | $4,236+149.5% | $5,850+80.7% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |