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 | $95,256 | $165,335-42.4% | $149,696-36.4% | $158,922-40.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.30% | 348.15%-334.9pp | 276.60%-263.3pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,562 | $5,103-69.4% | $4,644-66.4% | $4,761-67.2% |
| Participant deferral / active EE | $2,951 | $7,181-58.9% | $6,842-56.9% | $5,982-50.7% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |