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 8-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 | $149,862 | $177,572-15.6% | $154,803-3.2% | $142,382+5.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.27% | 65.07%-46.8pp | 58.88%-40.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,944 | $4,810-59.6% | $4,305-54.8% | $4,299-54.8% |
| Participant deferral / active EE | $6,920 | $6,272+10.3% | $5,540+24.9% | $6,507+6.3% |
| Admin fee / account holder | $187 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |