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 | $121,099 | $140,588-13.9% | $123,104-1.6% | $125,391-3.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 4.83% | 16.80%-12.0pp | 13.22%-8.4pp | 282.22%-277.4pp |
| Employer contribution / active EE | $15,900 | $6,041+163.2% | $5,151+208.7% | $4,866+226.8% |
| Participant deferral / active EE | $24,000 | $6,980+243.8% | $6,230+285.3% | $5,352+348.5% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |