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 | $128,792 | $209,411-38.5% | $178,490-27.8% | $158,922-19.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.45% | 188.75%-176.3pp | 151.07%-138.6pp | 302.83%-290.4pp |
| Employer contribution / active EE | $4,083 | $5,706-28.5% | $5,011-18.5% | $4,761-14.2% |
| Participant deferral / active EE | $6,260 | $5,954+5.1% | $5,202+20.3% | $5,982+4.6% |
| Admin fee / account holder | $142 | $17,074-99.2% | $13,984-99.0% | $11,246-98.7% |