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 | $124,031 | $163,101-24.0% | $136,749-9.3% | $142,382-12.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.15% | 27.54%-10.4pp | 24.33%-7.2pp | 217.08%-199.9pp |
| Employer contribution / active EE | $4,350 | $4,117+5.7% | $3,400+28.0% | $4,299+1.2% |
| Participant deferral / active EE | $8,400 | $5,585+50.4% | $4,692+79.0% | $6,507+29.1% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |