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 | $99,343 | $202,432-50.9% | $169,368-41.3% | $139,434-28.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.07% | 531.74%-510.7pp | 405.60%-384.5pp | 372.94%-351.9pp |
| Employer contribution / active EE | $2,914 | $4,692-37.9% | $4,013-27.4% | $4,751-38.7% |
| Participant deferral / active EE | $14,050 | $6,938+102.5% | $6,221+125.8% | $6,710+109.4% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |