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 | $147,100 | $157,256-6.5% | $141,162+4.2% | $152,861-3.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 17.00% | 64.32%-47.3pp | 71.39%-54.4pp | 345.32%-328.3pp |
| Employer contribution / active EE | $1,508 | $5,261-71.3% | $4,735-68.2% | $4,762-68.3% |
| Participant deferral / active EE | $14,575 | $7,109+105.0% | $6,709+117.2% | $5,850+149.1% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |