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 | $205,457 | $228,332-10.0% | $185,823+10.6% | $158,922+29.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.51% | 40.80%-32.3pp | 35.95%-27.4pp | 302.83%-294.3pp |
| Employer contribution / active EE | $1,464 | $4,967-70.5% | $4,087-64.2% | $4,761-69.3% |
| Participant deferral / active EE | $2,922 | $6,415-54.5% | $5,632-48.1% | $5,982-51.2% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |