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 | $151,955 | $152,587-0.4% | $125,175+21.4% | $152,861-0.6% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.4%-11.0pp |
| Annual return | 11.09% | 54.84%-43.7pp | 43.79%-32.7pp | 345.32%-334.2pp |
| Employer contribution / active EE | $1,944 | $4,946-60.7% | $3,865-49.7% | $4,762-59.2% |
| Participant deferral / active EE | $4,440 | $5,868-24.3% | $4,937-10.1% | $5,850-24.1% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |