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 | $171,077 | $157,256+8.8% | $141,162+21.2% | $152,861+11.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.25% | 64.32%-39.1pp | 71.39%-46.1pp | 345.32%-320.1pp |
| Employer contribution / active EE | $24,756 | $5,261+370.6% | $4,735+422.8% | $4,762+419.8% |
| Participant deferral / active EE | $14,891 | $7,109+109.4% | $6,709+121.9% | $5,850+154.5% |
| Admin fee / account holder | $140 | $12,120-98.8% | $10,261-98.6% | $11,596-98.8% |