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 | $158,598 | $183,519-13.6% | $155,509+2.0% | $145,922+8.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.12% | 61.17%-47.0pp | 64.67%-50.5pp | 561.29%-547.2pp |
| Employer contribution / active EE | $10,051 | $5,313+89.2% | $4,672+115.1% | $4,660+115.7% |
| Participant deferral / active EE | $9,929 | $6,462+53.6% | $5,626+76.5% | $6,688+48.5% |
| Admin fee / account holder | $182 | $19,313-99.1% | $15,912-98.9% | $13,397-98.6% |