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 | $142,270 | $142,405-0.1% | $115,157+23.5% | $152,861-6.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 26.60% | 41.48%-14.9pp | 35.60%-9.0pp | 345.32%-318.7pp |
| Employer contribution / active EE | $11,070 | $4,010+176.1% | $3,179+248.2% | $4,762+132.5% |
| Participant deferral / active EE | $3,664 | $5,164-29.0% | $4,168-12.1% | $5,850-37.4% |
| Admin fee / account holder | $51 | $8,462-99.4% | $7,088-99.3% | $11,596-99.6% |