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 | $157,055 | $162,781-3.5% | $133,956+17.2% | $158,922-1.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.89% | 41.94%-23.0pp | 45.09%-26.2pp | 302.83%-283.9pp |
| Employer contribution / active EE | $3,961 | $4,975-20.4% | $3,919+1.1% | $4,761-16.8% |
| Participant deferral / active EE | $4,149 | $5,911-29.8% | $5,048-17.8% | $5,982-30.6% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |