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 | $150,820 | $197,591-23.7% | $177,821-15.2% | $158,922-5.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.83% | 58.76%-41.9pp | 48.32%-31.5pp | 302.83%-286.0pp |
| Employer contribution / active EE | $14,979 | $6,697+123.7% | $5,918+153.1% | $4,761+214.6% |
| Participant deferral / active EE | $8,667 | $8,405+3.1% | $7,714+12.3% | $5,982+44.9% |
| Admin fee / account holder | $8 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |