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 | $136,822 | $209,336-34.6% | $197,124-30.6% | $137,256-0.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.93% | 48.09%-34.2pp | 44.34%-30.4pp | 220.34%-206.4pp |
| Employer contribution / active EE | $4,055 | $6,591-38.5% | $6,227-34.9% | $4,156-2.4% |
| Participant deferral / active EE | $9,067 | $9,614-5.7% | $9,135-0.7% | $6,407+41.5% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |