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 | $132,698 | $114,381+16.0% | $107,525+23.4% | $142,382-6.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 33.29% | 242.71%-209.4pp | 181.32%-148.0pp | 217.08%-183.8pp |
| Employer contribution / active EE | $17,767 | $4,015+342.6% | $3,754+373.3% | $4,299+313.3% |
| Participant deferral / active EE | $7,466 | $5,564+34.2% | $5,116+46.0% | $6,507+14.7% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |