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 8-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 | $146,509 | $183,519-20.2% | $155,509-5.8% | $145,922+0.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 19.25% | 61.17%-41.9pp | 64.67%-45.4pp | 561.29%-542.0pp |
| Employer contribution / active EE | $1,457 | $5,313-72.6% | $4,672-68.8% | $4,660-68.7% |
| Participant deferral / active EE | $4,979 | $6,462-23.0% | $5,626-11.5% | $6,688-25.6% |
| Admin fee / account holder | $39 | $19,313-99.8% | $15,912-99.8% | $13,397-99.7% |