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 | $142,125 | $158,817-10.5% | $121,196+17.3% | $135,375+5.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 1.42% | -0.64%+2.1pp | 16.93%-15.5pp | 519.73%-518.3pp |
| Employer contribution / active EE | $5,567 | $5,665-1.7% | $4,022+38.4% | $4,779+16.5% |
| Participant deferral / active EE | $21,233 | $4,005+430.2% | $3,344+534.9% | $5,609+278.6% |
| Admin fee / account holder | $30 | $6,512-99.5% | $5,019-99.4% | $10,827-99.7% |