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 4-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 | $144,920 | $201,259-28.0% | $184,200-21.3% | $145,959-0.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.82% | 28.98%-11.2pp | 28.80%-11.0pp | 561.95%-544.1pp |
| Employer contribution / active EE | $2,548 | $7,018-63.7% | $6,424-60.3% | $4,661-45.3% |
| Participant deferral / active EE | $9,694 | $9,806-1.2% | $9,132+6.1% | $6,689+44.9% |
| Admin fee / account holder | $96 | $16,372-99.4% | $13,907-99.3% | $13,398-99.3% |