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 4-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 | $146,164 | $159,602-8.4% | $150,045-2.6% | $142,382+2.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 27.52% | 70.24%-42.7pp | 62.55%-35.0pp | 217.08%-189.6pp |
| Employer contribution / active EE | $47,159 | $4,961+850.7% | $4,693+904.8% | $4,299+996.9% |
| Participant deferral / active EE | $23,000 | $8,310+176.8% | $7,997+187.6% | $6,507+253.5% |
| Admin fee / account holder | $158 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |