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 | $188,299 | $228,332-17.5% | $185,823+1.3% | $158,922+18.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.71% | 40.80%-26.1pp | 35.95%-21.2pp | 302.83%-288.1pp |
| Employer contribution / active EE | $20,000 | $4,967+302.7% | $4,087+389.3% | $4,761+320.1% |
| Participant deferral / active EE | $20,218 | $6,415+215.2% | $5,632+259.0% | $5,982+238.0% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |