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 | $144,239 | $197,591-27.0% | $177,821-18.9% | $158,922-9.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.51% | 58.76%-38.2pp | 48.32%-27.8pp | 302.83%-282.3pp |
| Employer contribution / active EE | $9,533 | $6,697+42.3% | $5,918+61.1% | $4,761+100.2% |
| Participant deferral / active EE | $10,789 | $8,405+28.4% | $7,714+39.9% | $5,982+80.4% |
| Admin fee / account holder | $243 | $15,399-98.4% | $12,427-98.0% | $11,246-97.8% |