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 | $138,759 | $148,534-6.6% | $135,903+2.1% | $139,434-0.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.03% | 79.19%-61.2pp | 68.23%-50.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $21,875 | $8,100+170.1% | $7,758+182.0% | $6,710+226.0% |
| Admin fee / account holder | $255 | $12,400-97.9% | $10,762-97.6% | $11,403-97.8% |