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 | $228,674 | $755,339-69.7% | $379,746-39.8% | $158,922+43.9% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 25.20% | 53.41%-28.2pp | 34.90%-9.7pp | 302.83%-277.6pp |
| Employer contribution / active EE | $1,872 | $4,685-60.0% | $3,540-47.1% | $4,761-60.7% |
| Participant deferral / active EE | $4,652 | $7,938-41.4% | $6,024-22.8% | $5,982-22.2% |
| Admin fee / account holder | $0 | $14,482-100.0% | $7,927-100.0% | $11,246-100.0% |