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 | $131,114 | $165,912-21.0% | $122,332+7.2% | $147,584-11.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 21.09% | 34.55%-13.5pp | 30.27%-9.2pp | 578.55%-557.5pp |
| Employer contribution / active EE | $3,783 | $5,754-34.3% | $4,050-6.6% | $4,876-22.4% |
| Participant deferral / active EE | $6,521 | $4,005+62.8% | $3,287+98.4% | $5,439+19.9% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |