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 6-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 | $137,457 | $159,602-13.9% | $150,045-8.4% | $142,382-3.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.15% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,749 | $4,961-24.4% | $4,693-20.1% | $4,299-12.8% |
| Participant deferral / active EE | $16,526 | $8,310+98.9% | $7,997+106.7% | $6,507+154.0% |
| Admin fee / account holder | $143 | $14,846-99.0% | $13,435-98.9% | $12,624-98.9% |