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 | $136,055 | $157,256-13.5% | $141,162-3.6% | $152,861-11.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.18% | 64.32%-49.1pp | 71.39%-56.2pp | 345.32%-330.1pp |
| Employer contribution / active EE | $15,090 | $5,261+186.8% | $4,735+218.7% | $4,762+216.9% |
| Participant deferral / active EE | $10,788 | $7,109+51.7% | $6,709+60.8% | $5,850+84.4% |
| Admin fee / account holder | $267 | $12,120-97.8% | $10,261-97.4% | $11,596-97.7% |