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 9-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 | $179,159 | $817,678-78.1% | $392,568-54.4% | $152,861+17.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 27.88% | 22.84%+5.0pp | 24.42%+3.5pp | 345.32%-317.4pp |
| Employer contribution / active EE | $5,669 | $5,502+3.0% | $3,783+49.8% | $4,762+19.0% |
| Participant deferral / active EE | $0 | $8,398-100.0% | $5,985-100.0% | $5,850-100.0% |
| Admin fee / account holder | $20 | $12,095-99.8% | $6,260-99.7% | $11,596-99.8% |