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 | $130,917 | $201,272-35.0% | $184,203-28.9% | $145,922-10.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.38% | 29.00%-16.6pp | 28.81%-16.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,342 | $7,022-66.7% | $6,427-63.6% | $4,660-49.7% |
| Participant deferral / active EE | $7,172 | $9,806-26.9% | $9,131-21.5% | $6,688+7.2% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |