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 | $116,767 | $106,515+9.6% | $96,683+20.8% | $139,434-16.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.24% | 38.43%-19.2pp | 35.69%-16.5pp | 372.94%-353.7pp |
| Employer contribution / active EE | $4,516 | $4,103+10.1% | $3,737+20.9% | $4,751-4.9% |
| Participant deferral / active EE | $10,015 | $5,454+83.6% | $4,878+105.3% | $6,710+49.2% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |