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 | $87,441 | $106,515-17.9% | $96,683-9.6% | $139,434-37.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.66% | 38.43%-20.8pp | 35.69%-18.0pp | 372.94%-355.3pp |
| Employer contribution / active EE | $8,131 | $4,103+98.2% | $3,737+117.6% | $4,751+71.1% |
| Participant deferral / active EE | $5,530 | $5,454+1.4% | $4,878+13.4% | $6,710-17.6% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |