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 | $151,676 | $198,466-23.6% | $170,442-11.0% | $147,584+2.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.35% | 257.29%-244.9pp | 205.93%-193.6pp | 578.55%-566.2pp |
| Employer contribution / active EE | $3,241 | $6,184-47.6% | $5,433-40.3% | $4,876-33.5% |
| Participant deferral / active EE | $5,602 | $5,629-0.5% | $4,939+13.4% | $5,439+3.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |