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 | $141,966 | $177,572-20.1% | $154,803-8.3% | $142,382-0.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.05% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $12,796 | $4,810+166.0% | $4,305+197.2% | $4,299+197.7% |
| Participant deferral / active EE | $14,993 | $6,272+139.1% | $5,540+170.6% | $6,507+130.4% |
| Admin fee / account holder | $199 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |