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 | $137,607 | $140,578-2.1% | $100,671+36.7% | $125,391+9.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.52% | 24.67%-24.2pp | 20.43%-19.9pp | 282.22%-281.7pp |
| Employer contribution / active EE | $5,169 | $5,965-13.3% | $4,012+28.8% | $4,866+6.2% |
| Participant deferral / active EE | $5,000 | $3,981+25.6% | $3,144+59.1% | $5,352-6.6% |
| Admin fee / account holder | $175 | $6,716-97.4% | $4,850-96.4% | $9,540-98.2% |