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 | $131,312 | $159,602-17.7% | $150,045-12.5% | $142,382-7.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.20% | 70.24%-48.0pp | 62.55%-40.4pp | 217.08%-194.9pp |
| Employer contribution / active EE | $5,330 | $4,961+7.4% | $4,693+13.6% | $4,299+24.0% |
| Participant deferral / active EE | $11,529 | $8,310+38.7% | $7,997+44.2% | $6,507+77.2% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |