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 7-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 | $132,624 | $127,065+4.4% | $113,168+17.2% | $142,382-6.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.86% | 24.03%-10.2pp | 24.27%-10.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,222 | $3,442-64.5% | $2,975-58.9% | $4,299-71.6% |
| Participant deferral / active EE | $2,161 | $5,716-62.2% | $5,107-57.7% | $6,507-66.8% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |