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 5-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 | $153,554 | $177,572-13.5% | $154,803-0.8% | $142,382+7.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 59.83% | 65.07%-5.2pp | 58.88%+0.9pp | 217.08%-157.2pp |
| Employer contribution / active EE | $11,776 | $4,810+144.8% | $4,305+173.5% | $4,299+173.9% |
| Participant deferral / active EE | $22,325 | $6,272+256.0% | $5,540+302.9% | $6,507+243.1% |
| Admin fee / account holder | $269 | $16,786-98.4% | $14,329-98.1% | $12,624-97.9% |