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 5-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 | $135,801 | $111,754+21.5% | $103,333+31.4% | $145,922-6.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 23.92% | 24.77%-0.8pp | 24.88%-1.0pp | 561.29%-537.4pp |
| Employer contribution / active EE | $4,844 | $4,212+15.0% | $3,868+25.2% | $4,660+4.0% |
| Participant deferral / active EE | $6,348 | $5,619+13.0% | $5,057+25.5% | $6,688-5.1% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |