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 | $118,529 | $91,037+30.2% | $71,671+65.4% | $147,584-19.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 19.68% | 20.48%-0.8pp | 20.65%-1.0pp | 578.55%-558.9pp |
| Employer contribution / active EE | $2,587 | $3,327-22.3% | $2,460+5.2% | $4,876-46.9% |
| Participant deferral / active EE | $5,174 | $4,498+15.0% | $3,438+50.5% | $5,439-4.9% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |