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 | $95,840 | $214,378-55.3% | $200,582-52.2% | $142,382-32.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.37% | 46.41%-33.0pp | 42.33%-29.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,218 | $6,841-67.6% | $6,419-65.4% | $4,299-48.4% |
| Participant deferral / active EE | $4,896 | $9,865-50.4% | $9,331-47.5% | $6,507-24.8% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |