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 | $111,958 | $159,901-30.0% | $146,958-23.8% | $145,922-23.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.60% | 98.13%-87.5pp | 418.34%-407.7pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,632 | $5,286-50.2% | $4,933-46.6% | $4,660-43.5% |
| Participant deferral / active EE | $7,847 | $8,428-6.9% | $8,070-2.8% | $6,688+17.3% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |