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 | $168,015 | $238,490-29.6% | $180,183-6.8% | $142,382+18.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 16.18% | 33.56%-17.4pp | 27.86%-11.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,395 | $6,143-44.7% | $5,039-32.6% | $4,299-21.0% |
| Participant deferral / active EE | $8,585 | $7,996+7.4% | $6,822+25.8% | $6,507+31.9% |
| Admin fee / account holder | $265 | $28,866-99.1% | $19,975-98.7% | $12,624-97.9% |