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 | $138,214 | $190,805-27.6% | $159,960-13.6% | $134,475+2.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 18.53% | 552.23%-533.7pp | 408.60%-390.1pp | 417.96%-399.4pp |
| Employer contribution / active EE | $1,560 | $4,995-68.8% | $4,226-63.1% | $4,740-67.1% |
| Participant deferral / active EE | $3,271 | $6,923-52.8% | $6,182-47.1% | $6,400-48.9% |
| Admin fee / account holder | $27 | $10,471-99.7% | $8,698-99.7% | $11,426-99.8% |