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 8-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 | $141,931 | $175,202-19.0% | $149,673-5.2% | $139,434+1.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.25% | 166.71%-150.5pp | 134.42%-118.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,387 | $5,474-74.7% | $4,818-71.2% | $4,751-70.8% |
| Participant deferral / active EE | $10,067 | $6,519+54.4% | $5,680+77.2% | $6,710+50.0% |
| Admin fee / account holder | $88 | $16,150-99.5% | $13,210-99.3% | $11,403-99.2% |