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 | $161,067 | $165,912-2.9% | $122,332+31.7% | $147,584+9.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 19.90% | 34.55%-14.7pp | 30.27%-10.4pp | 578.55%-558.6pp |
| Employer contribution / active EE | $1,259 | $5,754-78.1% | $4,050-68.9% | $4,876-74.2% |
| Participant deferral / active EE | $3,991 | $4,005-0.4% | $3,287+21.4% | $5,439-26.6% |
| Admin fee / account holder | $20 | $7,424-99.7% | $5,478-99.6% | $10,885-99.8% |