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 | $166,541 | $217,402-23.4% | $185,823-10.4% | $167,490-0.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.56% | 148.36%-124.8pp | 122.05%-98.5pp | 478.56%-455.0pp |
| Employer contribution / active EE | $7,374 | $5,873+25.6% | $5,167+42.7% | $4,837+52.4% |
| Participant deferral / active EE | $5,134 | $6,356-19.2% | $5,568-7.8% | $6,341-19.0% |
| Admin fee / account holder | $81 | $19,811-99.6% | $16,237-99.5% | $12,309-99.3% |