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 | $129,766 | $172,111-24.6% | $150,298-13.7% | $137,256-5.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.03% | 69.37%-52.3pp | 62.79%-45.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,982 | $4,636-57.3% | $4,154-52.3% | $4,156-52.3% |
| Participant deferral / active EE | $6,306 | $6,166+2.3% | $5,453+15.6% | $6,407-1.6% |
| Admin fee / account holder | $132 | $16,471-99.2% | $14,116-99.1% | $12,270-98.9% |