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 | $132,131 | $142,405-7.2% | $115,157+14.7% | $152,861-13.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 24.10% | 41.48%-17.4pp | 35.60%-11.5pp | 345.32%-321.2pp |
| Employer contribution / active EE | $4,167 | $4,010+3.9% | $3,179+31.1% | $4,762-12.5% |
| Participant deferral / active EE | $5,800 | $5,164+12.3% | $4,168+39.1% | $5,850-0.9% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |