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 | $171,581 | $209,336-18.0% | $197,124-13.0% | $137,256+25.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.40% | 48.09%-32.7pp | 44.34%-28.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,920 | $6,591-70.9% | $6,227-69.2% | $4,156-53.8% |
| Participant deferral / active EE | $5,700 | $9,614-40.7% | $9,135-37.6% | $6,407-11.0% |
| Admin fee / account holder | $37 | $17,308-99.8% | $16,298-99.8% | $12,270-99.7% |