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 | $121,694 | $124,281-2.1% | $109,143+11.5% | $167,490-27.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.97% | 26.04%-9.1pp | 25.75%-8.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $1,833 | $4,207-56.4% | $3,722-50.7% | $4,837-62.1% |
| Participant deferral / active EE | $3,477 | $5,255-33.8% | $4,653-25.3% | $6,341-45.2% |
| Admin fee / account holder | $125 | $7,970-98.4% | $6,752-98.1% | $12,309-99.0% |