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 | $126,595 | $183,519-31.0% | $155,509-18.6% | $145,922-13.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.68% | 61.17%-40.5pp | 64.67%-44.0pp | 561.29%-540.6pp |
| Employer contribution / active EE | $2,387 | $5,313-55.1% | $4,672-48.9% | $4,660-48.8% |
| Participant deferral / active EE | $9,231 | $6,462+42.8% | $5,626+64.1% | $6,688+38.0% |
| Admin fee / account holder | $206 | $19,313-98.9% | $15,912-98.7% | $13,397-98.5% |