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 | $147,638 | $214,378-31.1% | $200,582-26.4% | $142,382+3.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.01% | 46.41%-32.4pp | 42.33%-28.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $5,031 | $6,841-26.5% | $6,419-21.6% | $4,299+17.0% |
| Participant deferral / active EE | $7,464 | $9,865-24.3% | $9,331-20.0% | $6,507+14.7% |
| Admin fee / account holder | $151 | $17,692-99.1% | $16,305-99.1% | $12,624-98.8% |