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 | $122,946 | $106,515+15.4% | $96,683+27.2% | $139,434-11.8% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 22.21% | 38.43%-16.2pp | 35.69%-13.5pp | 372.94%-350.7pp |
| Employer contribution / active EE | $9,227 | $4,103+124.9% | $3,737+146.9% | $4,751+94.2% |
| Participant deferral / active EE | $7,718 | $5,454+41.5% | $4,878+58.2% | $6,710+15.0% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |