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 | $119,938 | $157,256-23.7% | $141,162-15.0% | $152,861-21.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.75% | 64.32%-38.6pp | 71.39%-45.6pp | 345.32%-319.6pp |
| Employer contribution / active EE | $5,428 | $5,261+3.2% | $4,735+14.6% | $4,762+14.0% |
| Participant deferral / active EE | $6,785 | $7,109-4.6% | $6,709+1.1% | $5,850+16.0% |
| Admin fee / account holder | $30 | $12,120-99.8% | $10,261-99.7% | $11,596-99.7% |