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 | $121,154 | $97,125+24.7% | $86,233+40.5% | $137,256-11.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.20% | 74.19%-59.0pp | 61.39%-46.2pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,143 | $2,841-24.6% | $2,504-14.4% | $4,156-48.4% |
| Participant deferral / active EE | $5,250 | $5,180+1.4% | $4,559+15.2% | $6,407-18.1% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |