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 | $153,271 | $183,963-16.7% | $162,163-5.5% | $152,861+0.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.84% | 150.76%-126.9pp | 115.59%-91.7pp | 345.32%-321.5pp |
| Employer contribution / active EE | $3,717 | $6,371-41.7% | $5,614-33.8% | $4,762-21.9% |
| Participant deferral / active EE | $9,366 | $8,034+16.6% | $7,298+28.3% | $5,850+60.1% |
| Admin fee / account holder | $40 | $13,121-99.7% | $10,843-99.6% | $11,596-99.7% |