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 9-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 | $154,786 | $162,781-4.9% | $133,956+15.6% | $158,922-2.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 21.63% | 41.94%-20.3pp | 45.09%-23.5pp | 302.83%-281.2pp |
| Employer contribution / active EE | $24,548 | $4,975+393.4% | $3,919+526.5% | $4,761+415.6% |
| Participant deferral / active EE | $14,350 | $5,911+142.8% | $5,048+184.3% | $5,982+139.9% |
| Admin fee / account holder | $20 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |