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 | $131,522 | $192,717-31.8% | $142,449-7.7% | $139,434-5.7% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 20.21% | 17.99%+2.2pp | 19.99%+0.2pp | 372.94%-352.7pp |
| Employer contribution / active EE | $8,125 | $5,806+39.9% | $4,847+67.6% | $4,751+71.0% |
| Participant deferral / active EE | $8,882 | $7,208+23.2% | $6,283+41.4% | $6,710+32.4% |
| Admin fee / account holder | $0 | $15,124-100.0% | $10,011-100.0% | $11,403-100.0% |