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 | $81,096 | $175,202-53.7% | $149,673-45.8% | $139,434-41.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.48% | 166.71%-155.2pp | 134.42%-122.9pp | 372.94%-361.5pp |
| Employer contribution / active EE | $2,753 | $5,474-49.7% | $4,818-42.8% | $4,751-42.0% |
| Participant deferral / active EE | $6,773 | $6,519+3.9% | $5,680+19.3% | $6,710+0.9% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |