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 | $127,258 | $175,202-27.4% | $149,673-15.0% | $139,434-8.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.18% | 166.71%-146.5pp | 134.42%-114.2pp | 372.94%-352.8pp |
| Employer contribution / active EE | $2,451 | $5,474-55.2% | $4,818-49.1% | $4,751-48.4% |
| Participant deferral / active EE | $6,762 | $6,519+3.7% | $5,680+19.1% | $6,710+0.8% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |