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 6-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 | $86,810 | $159,602-45.6% | $150,045-42.1% | $142,382-39.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.08% | 70.24%-47.2pp | 62.55%-39.5pp | 217.08%-194.0pp |
| Employer contribution / active EE | $3,513 | $4,961-29.2% | $4,693-25.2% | $4,299-18.3% |
| Participant deferral / active EE | $8,414 | $8,310+1.3% | $7,997+5.2% | $6,507+29.3% |
| Admin fee / account holder | $19 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |