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 | $154,580 | $157,256-1.7% | $141,162+9.5% | $152,861+1.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.53% | 64.32%-47.8pp | 71.39%-54.9pp | 345.32%-328.8pp |
| Employer contribution / active EE | $3,567 | $5,261-32.2% | $4,735-24.7% | $4,762-25.1% |
| Participant deferral / active EE | $8,918 | $7,109+25.4% | $6,709+32.9% | $5,850+52.4% |
| Admin fee / account holder | $178 | $12,120-98.5% | $10,261-98.3% | $11,596-98.5% |