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 | $132,329 | $142,405-7.1% | $115,157+14.9% | $152,861-13.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 18.99% | 41.48%-22.5pp | 35.60%-16.6pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,956 | $4,010-51.2% | $3,179-38.5% | $4,762-58.9% |
| Participant deferral / active EE | $11,622 | $5,164+125.1% | $4,168+178.8% | $5,850+98.7% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |