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 | $86,554 | $181,894-52.4% | $156,549-44.7% | $273,961-68.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 78.63% | 30.74%+47.9pp | 32.23%+46.4pp | 41.45%+37.2pp |
| Employer contribution / active EE | $12,060 | $6,248+93.0% | $5,501+119.2% | $4,869+147.7% |
| Participant deferral / active EE | $7,082 | $5,550+27.6% | $4,871+45.4% | $5,287+33.9% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |