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 | $137,725 | $157,256-12.4% | $141,162-2.4% | $152,861-9.9% |
| Participation rate | 89.5% | 84.8%+4.7pp | 82.5%+7.0pp | 82.4%+7.0pp |
| Annual return | 17.67% | 64.32%-46.6pp | 71.39%-53.7pp | 345.32%-327.6pp |
| Employer contribution / active EE | $3,238 | $5,261-38.5% | $4,735-31.6% | $4,762-32.0% |
| Participant deferral / active EE | $3,982 | $7,109-44.0% | $6,709-40.6% | $5,850-31.9% |
| Admin fee / account holder | $125 | $12,120-99.0% | $10,261-98.8% | $11,596-98.9% |