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 | $121,370 | $176,812-31.4% | $146,665-17.2% | $167,490-27.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.68% | 24.03%-6.4pp | 22.74%-5.1pp | 478.56%-460.9pp |
| Employer contribution / active EE | $1,448 | $5,160-71.9% | $4,136-65.0% | $4,837-70.1% |
| Participant deferral / active EE | $2,080 | $6,440-67.7% | $5,506-62.2% | $6,341-67.2% |
| Admin fee / account holder | $135 | $13,259-99.0% | $10,280-98.7% | $12,309-98.9% |