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 | $75,829 | $165,912-54.3% | $122,332-38.0% | $147,584-48.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 14.01% | 34.55%-20.5pp | 30.27%-16.3pp | 578.55%-564.5pp |
| Employer contribution / active EE | $6,101 | $5,754+6.0% | $4,050+50.6% | $4,876+25.1% |
| Participant deferral / active EE | $25,461 | $4,005+535.7% | $3,287+674.6% | $5,439+368.1% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |