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 | $138,327 | $198,466-30.3% | $170,442-18.8% | $147,584-6.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.46% | 257.29%-244.8pp | 205.93%-193.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $5,518 | $6,184-10.8% | $5,433+1.6% | $4,876+13.2% |
| Participant deferral / active EE | $6,240 | $5,629+10.9% | $4,939+26.3% | $5,439+14.7% |
| Admin fee / account holder | $226 | $16,852-98.7% | $13,880-98.4% | $10,885-97.9% |