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 | $183,422 | $201,272-8.9% | $184,203-0.4% | $145,922+25.7% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 23.42% | 29.00%-5.6pp | 28.81%-5.4pp | 561.29%-537.9pp |
| Employer contribution / active EE | $4,964 | $7,022-29.3% | $6,427-22.8% | $4,660+6.5% |
| Participant deferral / active EE | $17,419 | $9,806+77.6% | $9,131+90.8% | $6,688+160.5% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |