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 | $186,766 | $227,553-17.9% | $189,557-1.5% | $167,490+11.5% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.4%+9.1pp | 82.1%+5.4pp |
| Annual return | 22.83% | 78.40%-55.6pp | 64.17%-41.3pp | 478.56%-455.7pp |
| Employer contribution / active EE | $3,345 | $5,316-37.1% | $4,412-24.2% | $4,837-30.9% |
| Participant deferral / active EE | $7,699 | $7,002+10.0% | $6,174+24.7% | $6,341+21.4% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |