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 7-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 | $141,690 | $148,534-4.6% | $135,903+4.3% | $139,434+1.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.86% | 79.19%-59.3pp | 68.23%-48.4pp | 372.94%-353.1pp |
| Employer contribution / active EE | $2,267 | $5,243-56.8% | $4,856-53.3% | $4,751-52.3% |
| Participant deferral / active EE | $20,440 | $8,100+152.3% | $7,758+163.5% | $6,710+204.6% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |