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 | $121,201 | $197,591-38.7% | $177,821-31.8% | $158,922-23.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.17% | 58.76%-43.6pp | 48.32%-33.2pp | 302.83%-287.7pp |
| Employer contribution / active EE | $10,233 | $6,697+52.8% | $5,918+72.9% | $4,761+114.9% |
| Participant deferral / active EE | $16,425 | $8,405+95.4% | $7,714+112.9% | $5,982+174.6% |
| Admin fee / account holder | $171 | $15,399-98.9% | $12,427-98.6% | $11,246-98.5% |