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 | $132,632 | $168,632-21.3% | $147,614-10.1% | $125,391+5.8% |
| Participation rate | 70.0% | 88.8%-18.8pp | 84.6%-14.6pp | 83.2%-13.2pp |
| Annual return | 0.21% | 77.65%-77.4pp | 61.98%-61.8pp | 282.22%-282.0pp |
| Employer contribution / active EE | $3,074 | $6,252-50.8% | $5,564-44.8% | $4,866-36.8% |
| Participant deferral / active EE | $6,096 | $5,507+10.7% | $4,895+24.5% | $5,352+13.9% |
| Admin fee / account holder | $42 | $13,580-99.7% | $11,611-99.6% | $9,540-99.6% |