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 | $137,342 | $162,781-15.6% | $133,956+2.5% | $158,922-13.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.51% | 41.94%-26.4pp | 45.09%-29.6pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,759 | $4,975-44.6% | $3,919-29.6% | $4,761-42.1% |
| Participant deferral / active EE | $3,717 | $5,911-37.1% | $5,048-26.4% | $5,982-37.9% |
| Admin fee / account holder | $16 | $11,736-99.9% | $8,927-99.8% | $11,246-99.9% |