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 | $142,894 | $124,281+15.0% | $109,143+30.9% | $167,490-14.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.54% | 26.04%-15.5pp | 25.75%-15.2pp | 478.56%-468.0pp |
| Employer contribution / active EE | $2,323 | $4,207-44.8% | $3,722-37.6% | $4,837-52.0% |
| Participant deferral / active EE | $9,513 | $5,255+81.0% | $4,653+104.4% | $6,341+50.0% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |