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 | $138,283 | $209,411-34.0% | $178,490-22.5% | $158,922-13.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.21% | 188.75%-174.5pp | 151.07%-136.9pp | 302.83%-288.6pp |
| Employer contribution / active EE | $5,732 | $5,706+0.5% | $5,011+14.4% | $4,761+20.4% |
| Participant deferral / active EE | $8,390 | $5,954+40.9% | $5,202+61.3% | $5,982+40.3% |
| Admin fee / account holder | $11 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |