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 | $132,160 | $142,405-7.2% | $115,157+14.8% | $152,861-13.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 23.47% | 41.48%-18.0pp | 35.60%-12.1pp | 345.32%-321.9pp |
| Employer contribution / active EE | $3,866 | $4,010-3.6% | $3,179+21.6% | $4,762-18.8% |
| Participant deferral / active EE | $6,125 | $5,164+18.6% | $4,168+46.9% | $5,850+4.7% |
| Admin fee / account holder | $50 | $8,462-99.4% | $7,088-99.3% | $11,596-99.6% |