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 | $147,322 | $183,519-19.7% | $155,509-5.3% | $145,922+1.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.19% | 61.17%-43.0pp | 64.67%-46.5pp | 561.29%-543.1pp |
| Employer contribution / active EE | $4,729 | $5,313-11.0% | $4,672+1.2% | $4,660+1.5% |
| Participant deferral / active EE | $14,329 | $6,462+121.7% | $5,626+154.7% | $6,688+114.3% |
| Admin fee / account holder | $298 | $19,313-98.5% | $15,912-98.1% | $13,397-97.8% |