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 | $155,282 | $157,256-1.3% | $141,162+10.0% | $152,861+1.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 34.26% | 64.32%-30.1pp | 71.39%-37.1pp | 345.32%-311.1pp |
| Employer contribution / active EE | $6,807 | $5,261+29.4% | $4,735+43.7% | $4,762+42.9% |
| Participant deferral / active EE | $8,959 | $7,109+26.0% | $6,709+33.5% | $5,850+53.1% |
| Admin fee / account holder | $62 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |