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 5-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 | $195,221 | $214,378-8.9% | $200,582-2.7% | $142,382+37.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 27.91% | 46.41%-18.5pp | 42.33%-14.4pp | 217.08%-189.2pp |
| Employer contribution / active EE | $4,452 | $6,841-34.9% | $6,419-30.6% | $4,299+3.6% |
| Participant deferral / active EE | $19,100 | $9,865+93.6% | $9,331+104.7% | $6,507+193.5% |
| Admin fee / account holder | $202 | $17,692-98.9% | $16,305-98.8% | $12,624-98.4% |