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 | $141,857 | $163,101-13.0% | $136,749+3.7% | $142,382-0.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 27.37% | 27.54%-0.2pp | 24.33%+3.0pp | 217.08%-189.7pp |
| Employer contribution / active EE | $3,035 | $4,117-26.3% | $3,400-10.7% | $4,299-29.4% |
| Participant deferral / active EE | $3,540 | $5,585-36.6% | $4,692-24.5% | $6,507-45.6% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |