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 | $116,138 | $209,832-44.7% | $189,513-38.7% | $167,490-30.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.54% | 748.27%-733.7pp | 555.15%-540.6pp | 478.56%-464.0pp |
| Employer contribution / active EE | $5,272 | $6,914-23.7% | $6,162-14.4% | $4,837+9.0% |
| Participant deferral / active EE | $6,650 | $8,935-25.6% | $8,221-19.1% | $6,341+4.9% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |