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 | $159,602-13.3% | $150,045-7.8% | $142,382-2.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 27.40% | 70.24%-42.8pp | 62.55%-35.2pp | 217.08%-189.7pp |
| Employer contribution / active EE | $5,663 | $4,961+14.2% | $4,693+20.7% | $4,299+31.7% |
| Participant deferral / active EE | $21,463 | $8,310+158.3% | $7,997+168.4% | $6,507+229.8% |
| Admin fee / account holder | $264 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |