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 | $75,103 | $183,963-59.2% | $162,163-53.7% | $152,861-50.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.33% | 150.76%-134.4pp | 115.59%-99.3pp | 345.32%-329.0pp |
| Employer contribution / active EE | $2,102 | $6,371-67.0% | $5,614-62.6% | $4,762-55.9% |
| Participant deferral / active EE | $13,661 | $8,034+70.0% | $7,298+87.2% | $5,850+133.5% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |