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 | $115,738 | $198,466-41.7% | $170,442-32.1% | $147,584-21.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.75% | 257.29%-245.5pp | 205.93%-194.2pp | 578.55%-566.8pp |
| Employer contribution / active EE | $5,406 | $6,184-12.6% | $5,433-0.5% | $4,876+10.9% |
| Participant deferral / active EE | $6,799 | $5,629+20.8% | $4,939+37.6% | $5,439+25.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |