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 | $123,547 | $116,175+6.3% | $93,606+32.0% | $152,861-19.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 23.91% | 35.96%-12.1pp | 32.76%-8.8pp | 345.32%-321.4pp |
| Employer contribution / active EE | $3,276 | $3,218+1.8% | $2,718+20.5% | $4,762-31.2% |
| Participant deferral / active EE | $6,832 | $4,603+48.4% | $4,069+67.9% | $5,850+16.8% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |