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 7-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 | $136,484 | $111,535+22.4% | $105,223+29.7% | $137,256-0.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.96% | 237.85%-220.9pp | 180.65%-163.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,207 | $3,939-44.0% | $3,689-40.2% | $4,156-46.9% |
| Participant deferral / active EE | $14,815 | $5,500+169.4% | $5,072+192.1% | $6,407+131.2% |
| Admin fee / account holder | $272 | $9,721-97.2% | $8,859-96.9% | $12,270-97.8% |