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 | $128,161 | $138,065-7.2% | $123,544+3.7% | $135,375-5.3% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | 4.88% | 153.68%-148.8pp | 119.20%-114.3pp | 519.73%-514.9pp |
| Employer contribution / active EE | $30,009 | $5,151+482.5% | $4,628+548.5% | $4,779+528.0% |
| Participant deferral / active EE | $16,346 | $6,799+140.4% | $6,426+154.4% | $5,609+191.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |