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 | $127,602 | $127,386+0.2% | $115,037+10.9% | $125,391+1.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.06% | 31.28%-32.3pp | 26.14%-27.2pp | 282.22%-283.3pp |
| Employer contribution / active EE | $6,674 | $5,166+29.2% | $4,608+44.8% | $4,866+37.1% |
| Participant deferral / active EE | $11,475 | $6,423+78.7% | $6,026+90.4% | $5,352+114.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |