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 | $124,127 | $185,822-33.2% | $169,993-27.0% | $139,434-11.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.29% | 60.50%-45.2pp | 53.37%-38.1pp | 372.94%-357.6pp |
| Employer contribution / active EE | $5,011 | $7,590-34.0% | $6,785-26.1% | $4,751+5.5% |
| Participant deferral / active EE | $3,191 | $11,622-72.5% | $10,408-69.3% | $6,710-52.5% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |