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 | $148,768 | $198,466-25.0% | $170,442-12.7% | $147,584+0.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.75% | 257.29%-237.5pp | 205.93%-186.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $2,184 | $6,184-64.7% | $5,433-59.8% | $4,876-55.2% |
| Participant deferral / active EE | $6,621 | $5,629+17.6% | $4,939+34.1% | $5,439+21.7% |
| Admin fee / account holder | $15 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |