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 | $100,275 | $105,181-4.7% | $159,436-37.1% | $85,850+16.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.51% | 45.07%-29.6pp | 263.57%-248.1pp | 318.53%-303.0pp |
| Employer contribution / active EE | $1,948 | $3,318-41.3% | $4,829-59.7% | $2,565-24.1% |
| Participant deferral / active EE | $3,057 | $5,945-48.6% | $7,352-58.4% | $3,952-22.6% |
| Admin fee / account holder | $155 | $6,933-97.8% | $10,799-98.6% | $6,260-97.5% |