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 | $103,250 | $159,602-35.3% | $150,045-31.2% | $142,382-27.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.01% | 70.24%-49.2pp | 62.55%-41.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $5,370 | $4,961+8.2% | $4,693+14.4% | $4,299+24.9% |
| Participant deferral / active EE | $12,533 | $8,310+50.8% | $7,997+56.7% | $6,507+92.6% |
| Admin fee / account holder | $105 | $14,846-99.3% | $13,435-99.2% | $12,624-99.2% |