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 6-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 | $175,234 | $180,749-3.1% | $160,784+9.0% | $137,256+27.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.95% | 2234.46%-2217.5pp | 1803.92%-1787.0pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,934 | $4,155-53.5% | $3,733-48.2% | $4,156-53.5% |
| Participant deferral / active EE | $4,126 | $6,844-39.7% | $6,293-34.4% | $6,407-35.6% |
| Admin fee / account holder | $151 | $10,397-98.6% | $9,717-98.4% | $12,270-98.8% |