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 | $177,264 | $165,912+6.8% | $122,332+44.9% | $147,584+20.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 13.48% | 34.55%-21.1pp | 30.27%-16.8pp | 578.55%-565.1pp |
| Employer contribution / active EE | $6,780 | $5,754+17.8% | $4,050+67.4% | $4,876+39.0% |
| Participant deferral / active EE | $9,040 | $4,005+125.7% | $3,287+175.0% | $5,439+66.2% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |