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 | $190,978 | $163,101+17.1% | $136,749+39.7% | $142,382+34.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.02% | 27.54%-15.5pp | 24.33%-12.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $3,557 | $4,117-13.6% | $3,400+4.6% | $4,299-17.3% |
| Participant deferral / active EE | $1,482 | $5,585-73.5% | $4,692-68.4% | $6,507-77.2% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |