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 5-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 | $148,173 | $159,602-7.2% | $150,045-1.2% | $142,382+4.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.46% | 70.24%-55.8pp | 62.55%-48.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $7,815 | $4,961+57.5% | $4,693+66.5% | $4,299+81.8% |
| Participant deferral / active EE | $20,823 | $8,310+150.6% | $7,997+160.4% | $6,507+220.0% |
| Admin fee / account holder | $152 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |