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 | $128,982 | $214,378-39.8% | $200,582-35.7% | $142,382-9.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.11% | 46.41%-23.3pp | 42.33%-19.2pp | 217.08%-194.0pp |
| Employer contribution / active EE | $6,026 | $6,841-11.9% | $6,419-6.1% | $4,299+40.2% |
| Participant deferral / active EE | $21,952 | $9,865+122.5% | $9,331+135.3% | $6,507+237.3% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |