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 | $33,626 | $165,335-79.7% | $149,696-77.5% | $158,922-78.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.27% | 348.15%-324.9pp | 276.60%-253.3pp | 302.83%-279.6pp |
| Employer contribution / active EE | $7,759 | $5,103+52.1% | $4,644+67.1% | $4,761+63.0% |
| Participant deferral / active EE | $7,759 | $7,181+8.0% | $6,842+13.4% | $5,982+29.7% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |