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 | $95,977 | $183,963-47.8% | $162,163-40.8% | $152,861-37.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.04% | 150.76%-131.7pp | 115.59%-96.6pp | 345.32%-326.3pp |
| Employer contribution / active EE | $3,071 | $6,371-51.8% | $5,614-45.3% | $4,762-35.5% |
| Participant deferral / active EE | $3,071 | $8,034-61.8% | $7,298-57.9% | $5,850-47.5% |
| Admin fee / account holder | $12 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |