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 5-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 | $125,403 | $106,515+17.7% | $96,683+29.7% | $139,434-10.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 29.17% | 38.43%-9.3pp | 35.69%-6.5pp | 372.94%-343.8pp |
| Employer contribution / active EE | $6,098 | $4,103+48.6% | $3,737+63.2% | $4,751+28.4% |
| Participant deferral / active EE | $18,664 | $5,454+242.2% | $4,878+282.6% | $6,710+178.1% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |