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 | $116,635 | $117,381-0.6% | $99,443+17.3% | $152,861-23.7% |
| Participation rate | 91.7% | 77.5%+14.1pp | 73.8%+17.8pp | 82.4%+9.2pp |
| Annual return | 23.99% | 31.87%-7.9pp | 30.72%-6.7pp | 345.32%-321.3pp |
| Employer contribution / active EE | $8,332 | $3,013+176.6% | $2,540+228.1% | $4,762+75.0% |
| Participant deferral / active EE | $3,740 | $4,086-8.5% | $3,619+3.4% | $5,850-36.1% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |