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 | $133,262 | $183,519-27.4% | $155,509-14.3% | $145,922-8.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.50% | 61.17%-41.7pp | 64.67%-45.2pp | 561.29%-541.8pp |
| Employer contribution / active EE | $3,271 | $5,313-38.4% | $4,672-30.0% | $4,660-29.8% |
| Participant deferral / active EE | $9,385 | $6,462+45.2% | $5,626+66.8% | $6,688+40.3% |
| Admin fee / account holder | $100 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |