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 | $129,141 | $156,846-17.7% | $121,098+6.6% | $139,434-7.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 35.64% | 1474.56%-1438.9pp | 985.75%-950.1pp | 372.94%-337.3pp |
| Employer contribution / active EE | $6,980 | $5,536+26.1% | $4,164+67.6% | $4,751+46.9% |
| Participant deferral / active EE | $2,447 | $4,844-49.5% | $4,080-40.0% | $6,710-63.5% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |