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 | $132,967 | $149,679-11.2% | $117,039+13.6% | $147,584-9.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 11.30% | 19.31%-8.0pp | 18.95%-7.7pp | 578.55%-567.3pp |
| Employer contribution / active EE | $2,000 | $4,937-59.5% | $3,785-47.2% | $4,876-59.0% |
| Participant deferral / active EE | $22,000 | $4,912+347.9% | $3,929+459.9% | $5,439+304.5% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |