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 3-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 | $160,267 | $179,726-10.8% | $156,263+2.6% | $142,382+12.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 21.19% | 77.86%-56.7pp | 59.47%-38.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $24,010 | $5,069+373.6% | $4,333+454.1% | $4,299+458.5% |
| Participant deferral / active EE | $30,200 | $6,956+334.2% | $6,158+390.4% | $6,507+364.1% |
| Admin fee / account holder | $104 | $17,272-99.4% | $14,255-99.3% | $12,624-99.2% |