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 | $151,626 | $159,602-5.0% | $150,045+1.1% | $142,382+6.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.85% | 70.24%-50.4pp | 62.55%-42.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,642 | $4,961-46.7% | $4,693-43.7% | $4,299-38.5% |
| Participant deferral / active EE | $13,900 | $8,310+67.3% | $7,997+73.8% | $6,507+113.6% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |