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 | $154,016 | $157,256-2.1% | $141,162+9.1% | $152,861+0.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 324.22% | 64.32%+259.9pp | 71.39%+252.8pp | 345.32%-21.1pp |
| Employer contribution / active EE | $3,788 | $5,261-28.0% | $4,735-20.0% | $4,762-20.5% |
| Participant deferral / active EE | $13,449 | $7,109+89.2% | $6,709+100.5% | $5,850+129.9% |
| Admin fee / account holder | $291 | $12,120-97.6% | $10,261-97.2% | $11,596-97.5% |