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 | $110,353 | $157,256-29.8% | $141,162-21.8% | $152,861-27.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.01% | 64.32%-41.3pp | 71.39%-48.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $2,008 | $5,261-61.8% | $4,735-57.6% | $4,762-57.8% |
| Participant deferral / active EE | $12,521 | $7,109+76.1% | $6,709+86.6% | $5,850+114.0% |
| Admin fee / account holder | $281 | $12,120-97.7% | $10,261-97.3% | $11,596-97.6% |