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 | $135,825 | $157,256-13.6% | $141,162-3.8% | $152,861-11.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.46% | 64.32%-45.9pp | 71.39%-52.9pp | 345.32%-326.9pp |
| Employer contribution / active EE | $1,158 | $5,261-78.0% | $4,735-75.5% | $4,762-75.7% |
| Participant deferral / active EE | $11,256 | $7,109+58.3% | $6,709+67.8% | $5,850+92.4% |
| Admin fee / account holder | $72 | $12,120-99.4% | $10,261-99.3% | $11,596-99.4% |