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 | $155,926 | $159,602-2.3% | $150,045+3.9% | $142,382+9.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.58% | 70.24%-46.7pp | 62.55%-39.0pp | 217.08%-193.5pp |
| Employer contribution / active EE | $5,256 | $4,961+6.0% | $4,693+12.0% | $4,299+22.3% |
| Participant deferral / active EE | $18,120 | $8,310+118.0% | $7,997+126.6% | $6,507+178.5% |
| Admin fee / account holder | $171 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |