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 | $112,165 | $201,272-44.3% | $184,203-39.1% | $145,922-23.1% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 19.00% | 29.00%-10.0pp | 28.81%-9.8pp | 561.29%-542.3pp |
| Employer contribution / active EE | $3,746 | $7,022-46.7% | $6,427-41.7% | $4,660-19.6% |
| Participant deferral / active EE | $9,938 | $9,806+1.3% | $9,131+8.8% | $6,688+48.6% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |