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 | $154,904 | $157,256-1.5% | $141,162+9.7% | $152,861+1.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 32.67% | 64.32%-31.7pp | 71.39%-38.7pp | 345.32%-312.6pp |
| Employer contribution / active EE | $29,142 | $5,261+453.9% | $4,735+515.4% | $4,762+511.9% |
| Participant deferral / active EE | $11,453 | $7,109+61.1% | $6,709+70.7% | $5,850+95.8% |
| Admin fee / account holder | $293 | $12,120-97.6% | $10,261-97.1% | $11,596-97.5% |