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 | $143,840 | $140,588+2.3% | $123,104+16.8% | $125,391+14.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 3.06% | 16.80%-13.7pp | 13.22%-10.2pp | 282.22%-279.2pp |
| Employer contribution / active EE | $3,559 | $6,041-41.1% | $5,151-30.9% | $4,866-26.9% |
| Participant deferral / active EE | $9,575 | $6,980+37.2% | $6,230+53.7% | $5,352+78.9% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |