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 | $135,203 | $85,766+57.6% | $136,294-0.8% | $70,131+92.8% |
| Participation rate | 92.6% | 74.2%+18.4pp | 81.9%+10.7pp | 69.5%+23.1pp |
| Annual return | 20.07% | 31.45%-11.4pp | 5155.94%-5135.9pp | 73.14%-53.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $16,179 | $5,051+220.3% | $6,247+159.0% | $3,332+385.6% |
| Admin fee / account holder | $3 | $5,420-99.9% | $9,243-100.0% | $4,645-99.9% |