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 | $87,623 | $175,202-50.0% | $149,673-41.5% | $139,434-37.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.96% | 166.71%-149.8pp | 134.42%-117.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $4,754 | $5,474-13.1% | $4,818-1.3% | $4,751+0.1% |
| Participant deferral / active EE | $4,732 | $6,519-27.4% | $5,680-16.7% | $6,710-29.5% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |