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 | $162,936 | $176,812-7.8% | $146,665+11.1% | $167,490-2.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.41% | 24.03%-8.6pp | 22.74%-7.3pp | 478.56%-463.1pp |
| Employer contribution / active EE | $1,166 | $5,160-77.4% | $4,136-71.8% | $4,837-75.9% |
| Participant deferral / active EE | $14,703 | $6,440+128.3% | $5,506+167.0% | $6,341+131.9% |
| Admin fee / account holder | $18 | $13,259-99.9% | $10,280-99.8% | $12,309-99.9% |