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 | $129,788 | $157,256-17.5% | $141,162-8.1% | $152,861-15.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 53.90% | 64.32%-10.4pp | 71.39%-17.5pp | 345.32%-291.4pp |
| Employer contribution / active EE | $3,460 | $5,261-34.2% | $4,735-26.9% | $4,762-27.3% |
| Participant deferral / active EE | $8,445 | $7,109+18.8% | $6,709+25.9% | $5,850+44.4% |
| Admin fee / account holder | $117 | $12,120-99.0% | $10,261-98.9% | $11,596-99.0% |