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 | $145,113 | $180,749-19.7% | $160,784-9.7% | $137,256+5.7% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 18.67% | 2234.46%-2215.8pp | 1803.92%-1785.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $922 | $4,155-77.8% | $3,733-75.3% | $4,156-77.8% |
| Participant deferral / active EE | $1,152 | $6,844-83.2% | $6,293-81.7% | $6,407-82.0% |
| Admin fee / account holder | $20 | $10,397-99.8% | $9,717-99.8% | $12,270-99.8% |