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 | $99,117 | $160,055-38.1% | $140,016-29.2% | $135,375-26.8% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.5%+7.5pp | 82.6%+12.4pp |
| Annual return | -4.13% | 911.38%-915.5pp | 651.12%-655.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $3,519 | $6,420-45.2% | $5,606-37.2% | $4,779-26.4% |
| Participant deferral / active EE | $3,417 | $7,642-55.3% | $6,927-50.7% | $5,609-39.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |