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 5-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 | $133,756 | $148,534-9.9% | $135,903-1.6% | $139,434-4.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.95% | 79.19%-59.2pp | 68.23%-48.3pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,647 | $5,243-68.6% | $4,856-66.1% | $4,751-65.3% |
| Participant deferral / active EE | $11,055 | $8,100+36.5% | $7,758+42.5% | $6,710+64.7% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |