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 | $83,495 | $162,781-48.7% | $133,956-37.7% | $158,922-47.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.84% | 41.94%-25.1pp | 45.09%-28.3pp | 302.83%-286.0pp |
| Employer contribution / active EE | $5,151 | $4,975+3.5% | $3,919+31.5% | $4,761+8.2% |
| Participant deferral / active EE | $4,790 | $5,911-19.0% | $5,048-5.1% | $5,982-19.9% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |