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 | $134,799 | $181,894-25.9% | $156,549-13.9% | $273,961-50.8% |
| Participation rate | 86.7% | 88.4%-1.7pp | 84.0%+2.7pp | 83.0%+3.7pp |
| Annual return | 9745.15% | 30.74%+9714.4pp | 32.23%+9712.9pp | 41.45%+9703.7pp |
| Employer contribution / active EE | $5,546 | $6,248-11.2% | $5,501+0.8% | $4,869+13.9% |
| Participant deferral / active EE | $6,209 | $5,550+11.9% | $4,871+27.5% | $5,287+17.4% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |