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 | $127,857 | $198,466-35.6% | $170,442-25.0% | $147,584-13.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.09% | 257.29%-238.2pp | 205.93%-186.8pp | 578.55%-559.5pp |
| Employer contribution / active EE | $5,658 | $6,184-8.5% | $5,433+4.2% | $4,876+16.0% |
| Participant deferral / active EE | $3,199 | $5,629-43.2% | $4,939-35.2% | $5,439-41.2% |
| Admin fee / account holder | $152 | $16,852-99.1% | $13,880-98.9% | $10,885-98.6% |