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 | $202,459 | $232,540-12.9% | $185,117+9.4% | $147,584+37.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 21.71% | 43.03%-21.3pp | 40.50%-18.8pp | 578.55%-556.8pp |
| Employer contribution / active EE | $3,504 | $5,195-32.6% | $4,182-16.2% | $4,876-28.1% |
| Participant deferral / active EE | $4,970 | $5,834-14.8% | $5,045-1.5% | $5,439-8.6% |
| Admin fee / account holder | $171 | $10,275-98.3% | $8,159-97.9% | $10,885-98.4% |