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 | $133,571 | $140,578-5.0% | $100,671+32.7% | $125,391+6.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 2.18% | 24.67%-22.5pp | 20.43%-18.2pp | 282.22%-280.0pp |
| Employer contribution / active EE | $6,285 | $5,965+5.4% | $4,012+56.7% | $4,866+29.2% |
| Participant deferral / active EE | $10,059 | $3,981+152.7% | $3,144+220.0% | $5,352+88.0% |
| Admin fee / account holder | -$160 | $6,716-102.4% | $4,850-103.3% | $9,540-101.7% |