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 5-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 | $114,897 | $117,841-2.5% | $102,423+12.2% | $145,922-21.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.70% | 31.65%-15.0pp | 29.32%-12.6pp | 561.29%-544.6pp |
| Employer contribution / active EE | $2,769 | $3,615-23.4% | $3,023-8.4% | $4,660-40.6% |
| Participant deferral / active EE | $8,884 | $5,731+55.0% | $5,053+75.8% | $6,688+32.8% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |