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 | $159,199 | $162,781-2.2% | $133,956+18.8% | $158,922+0.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.10% | 41.94%-31.8pp | 45.09%-35.0pp | 302.83%-292.7pp |
| Employer contribution / active EE | $4,591 | $4,975-7.7% | $3,919+17.1% | $4,761-3.6% |
| Participant deferral / active EE | $10,883 | $5,911+84.1% | $5,048+115.6% | $5,982+81.9% |
| Admin fee / account holder | $153 | $11,736-98.7% | $8,927-98.3% | $11,246-98.6% |