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 | $141,779 | $211,958-33.1% | $169,463-16.3% | $135,375+4.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 27.15% | 3.26%+23.9pp | 1.83%+25.3pp | 519.73%-492.6pp |
| Employer contribution / active EE | $1,760 | $5,120-65.6% | $4,159-57.7% | $4,779-63.2% |
| Participant deferral / active EE | $4,338 | $6,075-28.6% | $5,277-17.8% | $5,609-22.7% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |