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 | $102,294 | $192,717-46.9% | $142,449-28.2% | $139,434-26.6% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 19.09% | 17.99%+1.1pp | 19.99%-0.9pp | 372.94%-353.9pp |
| Employer contribution / active EE | $2,168 | $5,806-62.7% | $4,847-55.3% | $4,751-54.4% |
| Participant deferral / active EE | $4,335 | $7,208-39.9% | $6,283-31.0% | $6,710-35.4% |
| Admin fee / account holder | $0 | $15,124-100.0% | $10,011-100.0% | $11,403-100.0% |