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 | $146,175 | $198,466-26.3% | $170,442-14.2% | $147,584-1.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.47% | 257.29%-242.8pp | 205.93%-191.5pp | 578.55%-564.1pp |
| Employer contribution / active EE | $6,000 | $6,184-3.0% | $5,433+10.4% | $4,876+23.0% |
| Participant deferral / active EE | $4,213 | $5,629-25.2% | $4,939-14.7% | $5,439-22.5% |
| Admin fee / account holder | $198 | $16,852-98.8% | $13,880-98.6% | $10,885-98.2% |