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 | $148,514 | $163,101-8.9% | $136,749+8.6% | $142,382+4.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 10.66% | 27.54%-16.9pp | 24.33%-13.7pp | 217.08%-206.4pp |
| Employer contribution / active EE | $2,013 | $4,117-51.1% | $3,400-40.8% | $4,299-53.2% |
| Participant deferral / active EE | $7,775 | $5,585+39.2% | $4,692+65.7% | $6,507+19.5% |
| Admin fee / account holder | $7 | $14,318-100.0% | $11,386-99.9% | $12,624-99.9% |