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 | $68,933 | $183,963-62.5% | $162,163-57.5% | $152,861-54.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.53% | 150.76%-128.2pp | 115.59%-93.1pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,656 | $6,371-74.0% | $5,614-70.5% | $4,762-65.2% |
| Participant deferral / active EE | $8,193 | $8,034+2.0% | $7,298+12.3% | $5,850+40.0% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |