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 | $175,248 | $177,572-1.3% | $154,803+13.2% | $142,382+23.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.12% | 65.07%-42.0pp | 58.88%-35.8pp | 217.08%-194.0pp |
| Employer contribution / active EE | $3,187 | $4,810-33.7% | $4,305-26.0% | $4,299-25.9% |
| Participant deferral / active EE | $7,674 | $6,272+22.4% | $5,540+38.5% | $6,507+17.9% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |