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 | $97,079 | $157,256-38.3% | $141,162-31.2% | $152,861-36.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 142.83% | 64.32%+78.5pp | 71.39%+71.4pp | 345.32%-202.5pp |
| Employer contribution / active EE | $2,527 | $5,261-52.0% | $4,735-46.6% | $4,762-46.9% |
| Participant deferral / active EE | $8,204 | $7,109+15.4% | $6,709+22.3% | $5,850+40.2% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |