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 | $151,787 | $183,963-17.5% | $162,163-6.4% | $152,861-0.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.25% | 150.76%-134.5pp | 115.59%-99.3pp | 345.32%-329.1pp |
| Employer contribution / active EE | $2,818 | $6,371-55.8% | $5,614-49.8% | $4,762-40.8% |
| Participant deferral / active EE | $7,033 | $8,034-12.5% | $7,298-3.6% | $5,850+20.2% |
| Admin fee / account holder | $248 | $13,121-98.1% | $10,843-97.7% | $11,596-97.9% |