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 | $86,666 | $183,592-52.8% | $155,567-44.3% | $145,959-40.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.65% | 61.24%-40.6pp | 64.74%-44.1pp | 561.95%-541.3pp |
| Employer contribution / active EE | $4,081 | $5,315-23.2% | $4,674-12.7% | $4,661-12.4% |
| Participant deferral / active EE | $4,864 | $6,464-24.8% | $5,628-13.6% | $6,689-27.3% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |