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 | $126,525 | $127,065-0.4% | $113,168+11.8% | $142,382-11.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 23.38% | 24.03%-0.6pp | 24.27%-0.9pp | 217.08%-193.7pp |
| Employer contribution / active EE | $2,902 | $3,442-15.7% | $2,975-2.5% | $4,299-32.5% |
| Participant deferral / active EE | $5,917 | $5,716+3.5% | $5,107+15.9% | $6,507-9.1% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |