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 | $132,638 | $228,332-41.9% | $185,823-28.6% | $158,922-16.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 7.09% | 40.80%-33.7pp | 35.95%-28.9pp | 302.83%-295.7pp |
| Employer contribution / active EE | $6,667 | $4,967+34.2% | $4,087+63.1% | $4,761+40.0% |
| Participant deferral / active EE | $17,333 | $6,415+170.2% | $5,632+207.8% | $5,982+189.8% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |