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 | $169,353 | $201,272-15.9% | $184,203-8.1% | $145,922+16.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.60% | 29.00%-13.4pp | 28.81%-13.2pp | 561.29%-545.7pp |
| Employer contribution / active EE | $4,711 | $7,022-32.9% | $6,427-26.7% | $4,660+1.1% |
| Participant deferral / active EE | $14,003 | $9,806+42.8% | $9,131+53.3% | $6,688+109.4% |
| Admin fee / account holder | $17 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |