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 | $118,534 | $135,952-12.8% | $123,892-4.3% | $273,961-56.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 160.29% | 56.63%+103.7pp | 47.52%+112.8pp | 41.45%+118.8pp |
| Employer contribution / active EE | $3,964 | $5,170-23.3% | $4,617-14.1% | $4,869-18.6% |
| Participant deferral / active EE | $14,800 | $6,343+133.3% | $5,984+147.3% | $5,287+179.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |