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 | $136,898 | $157,256-12.9% | $141,162-3.0% | $152,861-10.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.49% | 64.32%-44.8pp | 71.39%-51.9pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,769 | $5,261-66.4% | $4,735-62.6% | $4,762-62.9% |
| Participant deferral / active EE | $7,005 | $7,109-1.5% | $6,709+4.4% | $5,850+19.7% |
| Admin fee / account holder | $58 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |