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 | $78,011 | $154,117-49.4% | $129,995-40.0% | $139,434-44.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 22.60% | 32.48%-9.9pp | -137.18%+159.8pp | 372.94%-350.3pp |
| Employer contribution / active EE | $3,487 | $5,289-34.1% | $4,320-19.3% | $4,751-26.6% |
| Participant deferral / active EE | $9,013 | $6,710+34.3% | $5,820+54.9% | $6,710+34.3% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |