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 4-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 | $153,180 | $159,602-4.0% | $150,045+2.1% | $142,382+7.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.58% | 70.24%-47.7pp | 62.55%-40.0pp | 217.08%-194.5pp |
| Employer contribution / active EE | $9,504 | $4,961+91.6% | $4,693+102.5% | $4,299+121.1% |
| Participant deferral / active EE | $24,310 | $8,310+192.5% | $7,997+204.0% | $6,507+273.6% |
| Admin fee / account holder | $155 | $14,846-99.0% | $13,435-98.8% | $12,624-98.8% |