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 | $132,761 | $172,111-22.9% | $150,298-11.7% | $137,256-3.3% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 22.30% | 69.37%-47.1pp | 62.79%-40.5pp | 220.34%-198.0pp |
| Employer contribution / active EE | $8,415 | $4,636+81.5% | $4,154+102.6% | $4,156+102.5% |
| Participant deferral / active EE | $5,392 | $6,166-12.5% | $5,453-1.1% | $6,407-15.8% |
| Admin fee / account holder | $158 | $16,471-99.0% | $14,116-98.9% | $12,270-98.7% |