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 | $157,202 | $165,912-5.2% | $122,332+28.5% | $147,584+6.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 15.79% | 34.55%-18.8pp | 30.27%-14.5pp | 578.55%-562.8pp |
| Employer contribution / active EE | $5,262 | $5,754-8.6% | $4,050+29.9% | $4,876+7.9% |
| Participant deferral / active EE | $6,508 | $4,005+62.5% | $3,287+98.0% | $5,439+19.7% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |