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 | $99,288 | $185,822-46.6% | $169,993-41.6% | $139,434-28.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.04% | 60.50%-42.5pp | 53.37%-35.3pp | 372.94%-354.9pp |
| Employer contribution / active EE | $4,036 | $7,590-46.8% | $6,785-40.5% | $4,751-15.1% |
| Participant deferral / active EE | $4,336 | $11,622-62.7% | $10,408-58.3% | $6,710-35.4% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |