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 | $227,942 | $159,602+42.8% | $150,045+51.9% | $142,382+60.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.18% | 70.24%-57.1pp | 62.55%-49.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,799 | $4,961-43.6% | $4,693-40.4% | $4,299-34.9% |
| Participant deferral / active EE | $7,045 | $8,310-15.2% | $7,997-11.9% | $6,507+8.3% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |