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 | $125,174 | $165,912-24.6% | $122,332+2.3% | $147,584-15.2% |
| Participation rate | 82.6% | 79.6%+3.0pp | 71.6%+11.0pp | 82.8%-0.2pp |
| Annual return | 19.71% | 34.55%-14.8pp | 30.27%-10.6pp | 578.55%-558.8pp |
| Employer contribution / active EE | $5,694 | $5,754-1.0% | $4,050+40.6% | $4,876+16.8% |
| Participant deferral / active EE | $9,453 | $4,005+136.0% | $3,287+187.6% | $5,439+73.8% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |