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 | $80,982 | $105,126-23.0% | $94,646-14.4% | $139,434-41.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.60% | 38.03%-20.4pp | 156.71%-139.1pp | 372.94%-355.3pp |
| Employer contribution / active EE | $2,191 | $4,106-46.6% | $3,672-40.3% | $4,751-53.9% |
| Participant deferral / active EE | $7,343 | $7,599-3.4% | $7,418-1.0% | $6,710+9.4% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |