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 | $123,892 | $201,272-38.4% | $184,203-32.7% | $145,922-15.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.81% | 29.00%-10.2pp | 28.81%-10.0pp | 561.29%-542.5pp |
| Employer contribution / active EE | $1,838 | $7,022-73.8% | $6,427-71.4% | $4,660-60.6% |
| Participant deferral / active EE | $6,615 | $9,806-32.5% | $9,131-27.6% | $6,688-1.1% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |