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 | $131,949 | $228,332-42.2% | $185,823-29.0% | $158,922-17.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 21.35% | 40.80%-19.5pp | 35.95%-14.6pp | 302.83%-281.5pp |
| Employer contribution / active EE | $18,698 | $4,967+276.5% | $4,087+357.4% | $4,761+292.7% |
| Participant deferral / active EE | $10,564 | $6,415+64.7% | $5,632+87.6% | $5,982+76.6% |
| Admin fee / account holder | $15 | $11,864-99.9% | $9,500-99.8% | $11,246-99.9% |