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 5-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 | $68,897 | $180,749-61.9% | $160,784-57.1% | $137,256-49.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 22.35% | 2234.46%-2212.1pp | 1803.92%-1781.6pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,348 | $4,155-67.6% | $3,733-63.9% | $4,156-67.6% |
| Participant deferral / active EE | $11,933 | $6,844+74.4% | $6,293+89.6% | $6,407+86.3% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |