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 | $43,523 | $148,534-70.7% | $135,903-68.0% | $139,434-68.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.76% | 79.19%-53.4pp | 68.23%-42.5pp | 372.94%-347.2pp |
| Employer contribution / active EE | $3,639 | $5,243-30.6% | $4,856-25.1% | $4,751-23.4% |
| Participant deferral / active EE | $8,290 | $8,100+2.3% | $7,758+6.9% | $6,710+23.5% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |