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 | $152,375 | $201,259-24.3% | $184,200-17.3% | $145,959+4.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.96% | 28.98%-9.0pp | 28.80%-8.8pp | 561.95%-542.0pp |
| Employer contribution / active EE | $7,517 | $7,018+7.1% | $6,424+17.0% | $4,661+61.3% |
| Participant deferral / active EE | $12,495 | $9,806+27.4% | $9,132+36.8% | $6,689+86.8% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |