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 | $95,019 | $159,602-40.5% | $150,045-36.7% | $142,382-33.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 27.85% | 70.24%-42.4pp | 62.55%-34.7pp | 217.08%-189.2pp |
| Employer contribution / active EE | $2,111 | $4,961-57.5% | $4,693-55.0% | $4,299-50.9% |
| Participant deferral / active EE | $5,319 | $8,310-36.0% | $7,997-33.5% | $6,507-18.3% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |