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 | $140,540 | $172,111-18.3% | $150,298-6.5% | $137,256+2.4% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 17.43% | 69.37%-51.9pp | 62.79%-45.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $6,244 | $4,636+34.7% | $4,154+50.3% | $4,156+50.2% |
| Participant deferral / active EE | $7,657 | $6,166+24.2% | $5,453+40.4% | $6,407+19.5% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |