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 | $147,280 | $154,117-4.4% | $129,995+13.3% | $139,434+5.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.20% | 32.48%-20.3pp | -137.18%+149.4pp | 372.94%-360.7pp |
| Employer contribution / active EE | $1,317 | $5,289-75.1% | $4,320-69.5% | $4,751-72.3% |
| Participant deferral / active EE | $6,000 | $6,710-10.6% | $5,820+3.1% | $6,710-10.6% |
| Admin fee / account holder | $41 | $14,007-99.7% | $10,614-99.6% | $11,403-99.6% |