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 | $84,238 | $176,812-52.4% | $146,665-42.6% | $167,490-49.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.29% | 24.03%-10.7pp | 22.74%-9.5pp | 478.56%-465.3pp |
| Employer contribution / active EE | $4,872 | $5,160-5.6% | $4,136+17.8% | $4,837+0.7% |
| Participant deferral / active EE | $7,082 | $6,440+10.0% | $5,506+28.6% | $6,341+11.7% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |