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 | $69,445 | $198,466-65.0% | $170,442-59.3% | $147,584-52.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.21% | 257.29%-237.1pp | 205.93%-185.7pp | 578.55%-558.3pp |
| Employer contribution / active EE | $2,869 | $6,184-53.6% | $5,433-47.2% | $4,876-41.2% |
| Participant deferral / active EE | $4,876 | $5,629-13.4% | $4,939-1.3% | $5,439-10.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |