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 | $138,094 | $159,602-13.5% | $150,045-8.0% | $142,382-3.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.86% | 70.24%-51.4pp | 62.55%-43.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,571 | $4,961-68.3% | $4,693-66.5% | $4,299-63.5% |
| Participant deferral / active EE | $3,385 | $8,310-59.3% | $7,997-57.7% | $6,507-48.0% |
| Admin fee / account holder | $83 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |