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 | $152,101 | $165,335-8.0% | $149,696+1.6% | $158,922-4.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.16% | 348.15%-332.0pp | 276.60%-260.4pp | 302.83%-286.7pp |
| Employer contribution / active EE | $2,172 | $5,103-57.4% | $4,644-53.2% | $4,761-54.4% |
| Participant deferral / active EE | $13,178 | $7,181+83.5% | $6,842+92.6% | $5,982+120.3% |
| Admin fee / account holder | $97 | $10,807-99.1% | $9,309-99.0% | $11,246-99.1% |