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 | $125,499 | $124,281+1.0% | $109,143+15.0% | $167,490-25.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 19.96% | 26.04%-6.1pp | 25.75%-5.8pp | 478.56%-458.6pp |
| Employer contribution / active EE | $951 | $4,207-77.4% | $3,722-74.4% | $4,837-80.3% |
| Participant deferral / active EE | $2,832 | $5,255-46.1% | $4,653-39.1% | $6,341-55.3% |
| Admin fee / account holder | $161 | $7,970-98.0% | $6,752-97.6% | $12,309-98.7% |