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 | $152,268 | $176,377-13.7% | $134,143+13.5% | $158,922-4.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 22.88% | 63.63%-40.7pp | 36.33%-13.4pp | 302.83%-279.9pp |
| Employer contribution / active EE | $13,278 | $5,040+163.4% | $3,704+258.5% | $4,761+178.9% |
| Participant deferral / active EE | $13,300 | $4,091+225.1% | $3,499+280.1% | $5,982+122.3% |
| Admin fee / account holder | $219 | $8,718-97.5% | $6,684-96.7% | $11,246-98.0% |