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 | $161,796 | $176,377-8.3% | $134,143+20.6% | $158,922+1.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.13% | 63.63%-48.5pp | 36.33%-21.2pp | 302.83%-287.7pp |
| Employer contribution / active EE | $10,308 | $5,040+104.5% | $3,704+178.3% | $4,761+116.5% |
| Participant deferral / active EE | $13,946 | $4,091+240.9% | $3,499+298.6% | $5,982+133.1% |
| Admin fee / account holder | $20 | $8,718-99.8% | $6,684-99.7% | $11,246-99.8% |