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 | $83,664 | $106,584-21.5% | $101,326-17.4% | $142,382-41.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.10% | 36.93%-15.8pp | 36.82%-15.7pp | 217.08%-196.0pp |
| Employer contribution / active EE | $5,269 | $3,956+33.2% | $3,665+43.8% | $4,299+22.6% |
| Participant deferral / active EE | $12,953 | $8,297+56.1% | $7,994+62.0% | $6,507+99.0% |
| Admin fee / account holder | $167 | $11,446-98.5% | $11,185-98.5% | $12,624-98.7% |