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 | $152,962 | $198,466-22.9% | $170,442-10.3% | $147,584+3.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.49% | 257.29%-246.8pp | 205.93%-195.4pp | 578.55%-568.1pp |
| Employer contribution / active EE | $13,480 | $6,184+118.0% | $5,433+148.1% | $4,876+176.4% |
| Participant deferral / active EE | $7,453 | $5,629+32.4% | $4,939+50.9% | $5,439+37.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |