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 | $114,696 | $157,256-27.1% | $141,162-18.7% | $152,861-25.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.26% | 64.32%-44.1pp | 71.39%-51.1pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,980 | $5,261-62.4% | $4,735-58.2% | $4,762-58.4% |
| Participant deferral / active EE | $10,490 | $7,109+47.6% | $6,709+56.4% | $5,850+79.3% |
| Admin fee / account holder | $68 | $12,120-99.4% | $10,261-99.3% | $11,596-99.4% |