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 | $135,432 | $228,332-40.7% | $185,823-27.1% | $158,922-14.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.38% | 40.80%-25.4pp | 35.95%-20.6pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,721 | $4,967-65.3% | $4,087-57.9% | $4,761-63.8% |
| Participant deferral / active EE | $14,212 | $6,415+121.6% | $5,632+152.3% | $5,982+137.6% |
| Admin fee / account holder | $137 | $11,864-98.8% | $9,500-98.6% | $11,246-98.8% |