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 | $112,738 | $159,602-29.4% | $150,045-24.9% | $142,382-20.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.59% | 70.24%-56.6pp | 62.55%-49.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,818 | $4,961-23.0% | $4,693-18.7% | $4,299-11.2% |
| Participant deferral / active EE | $12,822 | $8,310+54.3% | $7,997+60.3% | $6,507+97.0% |
| Admin fee / account holder | $213 | $14,846-98.6% | $13,435-98.4% | $12,624-98.3% |