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 | $152,658 | $755,339-79.8% | $379,746-59.8% | $158,922-3.9% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 12.80% | 53.41%-40.6pp | 34.90%-22.1pp | 302.83%-290.0pp |
| Employer contribution / active EE | $5,321 | $4,685+13.6% | $3,540+50.3% | $4,761+11.8% |
| Participant deferral / active EE | $0 | $7,938-100.0% | $6,024-100.0% | $5,982-100.0% |
| Admin fee / account holder | $94 | $14,482-99.3% | $7,927-98.8% | $11,246-99.2% |