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 | $157,366 | $214,378-26.6% | $200,582-21.5% | $142,382+10.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.84% | 46.41%-27.6pp | 42.33%-23.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $4,292 | $6,841-37.3% | $6,419-33.1% | $4,299-0.2% |
| Participant deferral / active EE | $15,404 | $9,865+56.1% | $9,331+65.1% | $6,507+136.7% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |