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 | $155,782 | $159,602-2.4% | $150,045+3.8% | $142,382+9.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.55% | 70.24%-45.7pp | 62.55%-38.0pp | 217.08%-192.5pp |
| Employer contribution / active EE | $3,306 | $4,961-33.4% | $4,693-29.6% | $4,299-23.1% |
| Participant deferral / active EE | $7,579 | $8,310-8.8% | $7,997-5.2% | $6,507+16.5% |
| Admin fee / account holder | $93 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |