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 6-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 | $136,673 | $209,336-34.7% | $197,124-30.7% | $137,256-0.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.82% | 48.09%-26.3pp | 44.34%-22.5pp | 220.34%-198.5pp |
| Employer contribution / active EE | $4,783 | $6,591-27.4% | $6,227-23.2% | $4,156+15.1% |
| Participant deferral / active EE | $11,122 | $9,614+15.7% | $9,135+21.8% | $6,407+73.6% |
| Admin fee / account holder | $157 | $17,308-99.1% | $16,298-99.0% | $12,270-98.7% |