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 | $187,535 | $228,332-17.9% | $185,823+0.9% | $158,922+18.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 30.17% | 40.80%-10.6pp | 35.95%-5.8pp | 302.83%-272.7pp |
| Employer contribution / active EE | $2,880 | $4,967-42.0% | $4,087-29.5% | $4,761-39.5% |
| Participant deferral / active EE | $13,378 | $6,415+108.6% | $5,632+137.5% | $5,982+123.6% |
| Admin fee / account holder | $19 | $11,864-99.8% | $9,500-99.8% | $11,246-99.8% |