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 | $131,776 | $157,256-16.2% | $141,162-6.6% | $152,861-13.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.78% | 64.32%-43.5pp | 71.39%-50.6pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,766 | $5,261-47.4% | $4,735-41.6% | $4,762-41.9% |
| Participant deferral / active EE | $3,479 | $7,109-51.1% | $6,709-48.1% | $5,850-40.5% |
| Admin fee / account holder | $6 | $12,120-100.0% | $10,261-99.9% | $11,596-100.0% |