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 | $145,403 | $209,336-30.5% | $197,124-26.2% | $137,256+5.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.54% | 48.09%-28.5pp | 44.34%-24.8pp | 220.34%-200.8pp |
| Employer contribution / active EE | $5,108 | $6,591-22.5% | $6,227-18.0% | $4,156+22.9% |
| Participant deferral / active EE | $3,779 | $9,614-60.7% | $9,135-58.6% | $6,407-41.0% |
| Admin fee / account holder | $107 | $17,308-99.4% | $16,298-99.3% | $12,270-99.1% |