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 | $164,630 | $157,256+4.7% | $141,162+16.6% | $152,861+7.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.54% | 64.32%-39.8pp | 71.39%-46.9pp | 345.32%-320.8pp |
| Employer contribution / active EE | $2,994 | $5,261-43.1% | $4,735-36.8% | $4,762-37.1% |
| Participant deferral / active EE | $3,600 | $7,109-49.4% | $6,709-46.3% | $5,850-38.5% |
| Admin fee / account holder | $20 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |