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 | $156,533 | $159,602-1.9% | $150,045+4.3% | $142,382+9.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.19% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,720 | $4,961-45.2% | $4,693-42.1% | $4,299-36.7% |
| Participant deferral / active EE | $10,835 | $8,310+30.4% | $7,997+35.5% | $6,507+66.5% |
| Admin fee / account holder | $178 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |