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 3-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 | $140,552 | $111,754+25.8% | $103,333+36.0% | $145,922-3.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.69% | 24.77%-14.1pp | 24.88%-14.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $3,268 | $4,212-22.4% | $3,868-15.5% | $4,660-29.9% |
| Participant deferral / active EE | $1,843 | $5,619-67.2% | $5,057-63.6% | $6,688-72.4% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |