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 | $143,867 | $226,064-36.4% | $182,532-21.2% | $152,861-5.9% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 24.82% | 192.51%-167.7pp | 148.54%-123.7pp | 345.32%-320.5pp |
| Employer contribution / active EE | $632 | $4,978-87.3% | $4,076-84.5% | $4,762-86.7% |
| Participant deferral / active EE | $6,320 | $6,368-0.7% | $5,524+14.4% | $5,850+8.0% |
| Admin fee / account holder | $20 | $10,703-99.8% | $8,592-99.8% | $11,596-99.8% |