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 | $181,802 | $201,272-9.7% | $184,203-1.3% | $145,922+24.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.00% | 29.00%-9.0pp | 28.81%-8.8pp | 561.29%-541.3pp |
| Employer contribution / active EE | $3,576 | $7,022-49.1% | $6,427-44.4% | $4,660-23.3% |
| Participant deferral / active EE | $5,737 | $9,806-41.5% | $9,131-37.2% | $6,688-14.2% |
| Admin fee / account holder | $22 | $16,364-99.9% | $13,901-99.8% | $13,397-99.8% |