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 | $140,314 | $157,256-10.8% | $141,162-0.6% | $152,861-8.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 34.38% | 64.32%-29.9pp | 71.39%-37.0pp | 345.32%-310.9pp |
| Employer contribution / active EE | $30,897 | $5,261+487.3% | $4,735+552.5% | $4,762+548.8% |
| Participant deferral / active EE | $14,546 | $7,109+104.6% | $6,709+116.8% | $5,850+148.6% |
| Admin fee / account holder | $98 | $12,120-99.2% | $10,261-99.0% | $11,596-99.2% |