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 | $136,684 | $198,466-31.1% | $170,442-19.8% | $147,584-7.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.26% | 257.29%-242.0pp | 205.93%-190.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $13,248 | $6,184+114.2% | $5,433+143.9% | $4,876+171.7% |
| Participant deferral / active EE | $8,027 | $5,629+42.6% | $4,939+62.5% | $5,439+47.6% |
| Admin fee / account holder | $66 | $16,852-99.6% | $13,880-99.5% | $10,885-99.4% |