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 | $148,637 | $177,572-16.3% | $154,803-4.0% | $142,382+4.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.75% | 65.07%-44.3pp | 58.88%-38.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $9,787 | $4,810+103.4% | $4,305+127.3% | $4,299+127.6% |
| Participant deferral / active EE | $10,432 | $6,272+66.3% | $5,540+88.3% | $6,507+60.3% |
| Admin fee / account holder | $234 | $16,786-98.6% | $14,329-98.4% | $12,624-98.1% |