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 | $162,051 | $183,519-11.7% | $155,509+4.2% | $145,922+11.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.33% | 61.17%-49.8pp | 64.67%-53.3pp | 561.29%-550.0pp |
| Employer contribution / active EE | $4,354 | $5,313-18.0% | $4,672-6.8% | $4,660-6.6% |
| Participant deferral / active EE | $7,045 | $6,462+9.0% | $5,626+25.2% | $6,688+5.3% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |