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 4-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 | $138,330 | $154,228-10.3% | $145,433-4.9% | $137,256+0.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.40% | 74.59%-47.2pp | 66.58%-39.2pp | 220.34%-192.9pp |
| Employer contribution / active EE | $5,663 | $4,804+17.9% | $4,554+24.3% | $4,156+36.3% |
| Participant deferral / active EE | $21,463 | $8,216+161.2% | $7,897+171.8% | $6,407+235.0% |
| Admin fee / account holder | $264 | $14,344-98.2% | $13,129-98.0% | $12,270-97.8% |