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 | $97,495 | $165,335-41.0% | $149,696-34.9% | $158,922-38.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.82% | 348.15%-321.3pp | 276.60%-249.8pp | 302.83%-276.0pp |
| Employer contribution / active EE | $1,200 | $5,103-76.5% | $4,644-74.2% | $4,761-74.8% |
| Participant deferral / active EE | $21,653 | $7,181+201.5% | $6,842+216.5% | $5,982+262.0% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |