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 | $155,463 | $198,466-21.7% | $170,442-8.8% | $147,584+5.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.59% | 257.29%-239.7pp | 205.93%-188.3pp | 578.55%-561.0pp |
| Employer contribution / active EE | $10,763 | $6,184+74.1% | $5,433+98.1% | $4,876+120.7% |
| Participant deferral / active EE | $3,515 | $5,629-37.6% | $4,939-28.8% | $5,439-35.4% |
| Admin fee / account holder | $143 | $16,852-99.2% | $13,880-99.0% | $10,885-98.7% |