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 | $155,689 | $209,411-25.7% | $178,490-12.8% | $158,922-2.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.99% | 188.75%-162.8pp | 151.07%-125.1pp | 302.83%-276.8pp |
| Employer contribution / active EE | $2,881 | $5,706-49.5% | $5,011-42.5% | $4,761-39.5% |
| Participant deferral / active EE | $19,500 | $5,954+227.5% | $5,202+274.9% | $5,982+226.0% |
| Admin fee / account holder | $60 | $17,074-99.6% | $13,984-99.6% | $11,246-99.5% |