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 | $78,590 | $176,056-55.4% | $159,436-50.7% | $167,490-53.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 35.31% | 331.75%-296.4pp | 263.57%-228.3pp | 478.56%-443.3pp |
| Employer contribution / active EE | $6,791 | $5,297+28.2% | $4,829+40.6% | $4,837+40.4% |
| Participant deferral / active EE | $10,187 | $7,750+31.4% | $7,352+38.6% | $6,341+60.6% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |