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 | $146,365 | $159,602-8.3% | $150,045-2.5% | $142,382+2.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.99% | 70.24%-53.2pp | 62.55%-45.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,746 | $4,961-64.8% | $4,693-62.8% | $4,299-59.4% |
| Participant deferral / active EE | $6,776 | $8,310-18.5% | $7,997-15.3% | $6,507+4.1% |
| Admin fee / account holder | $123 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |