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 | $154,228-5.2% | $145,433+0.5% | $137,256+6.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.52% | 74.59%-47.1pp | 66.58%-39.1pp | 220.34%-192.8pp |
| Employer contribution / active EE | $47,159 | $4,804+881.7% | $4,554+935.4% | $4,156+1034.7% |
| Participant deferral / active EE | $23,000 | $8,216+179.9% | $7,897+191.2% | $6,407+259.0% |
| Admin fee / account holder | $158 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |