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 | $124,425+1.7% | $112,040+12.9% | $137,256-7.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 23.38% | 24.72%-1.3pp | 24.52%-1.1pp | 220.34%-197.0pp |
| Employer contribution / active EE | $2,902 | $3,411-14.9% | $2,954-1.8% | $4,156-30.2% |
| Participant deferral / active EE | $5,917 | $5,718+3.5% | $5,098+16.1% | $6,407-7.6% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |