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 | $158,315 | $198,466-20.2% | $170,442-7.1% | $147,584+7.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.24% | 257.29%-235.1pp | 205.93%-183.7pp | 578.55%-556.3pp |
| Employer contribution / active EE | $5,929 | $6,184-4.1% | $5,433+9.1% | $4,876+21.6% |
| Participant deferral / active EE | $3,754 | $5,629-33.3% | $4,939-24.0% | $5,439-31.0% |
| Admin fee / account holder | $65 | $16,852-99.6% | $13,880-99.5% | $10,885-99.4% |