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 | $148,598 | $201,272-26.2% | $184,203-19.3% | $145,922+1.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.54% | 29.00%-17.5pp | 28.81%-17.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,483 | $7,022-64.6% | $6,427-61.4% | $4,660-46.7% |
| Participant deferral / active EE | $12,036 | $9,806+22.7% | $9,131+31.8% | $6,688+80.0% |
| Admin fee / account holder | $235 | $16,364-98.6% | $13,901-98.3% | $13,397-98.2% |