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 7-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 | $150,858 | $159,602-5.5% | $150,045+0.5% | $142,382+6.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.95% | 70.24%-55.3pp | 62.55%-47.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $4,243 | $4,961-14.5% | $4,693-9.6% | $4,299-1.3% |
| Participant deferral / active EE | $17,710 | $8,310+113.1% | $7,997+121.5% | $6,507+172.2% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |