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 | $132,527 | $157,256-15.7% | $141,162-6.1% | $152,861-13.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.94% | 64.32%-39.4pp | 71.39%-46.4pp | 345.32%-320.4pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,369 | $7,109+31.8% | $6,709+39.6% | $5,850+60.1% |
| Admin fee / account holder | $71 | $12,120-99.4% | $10,261-99.3% | $11,596-99.4% |