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 | $92,040 | $117,983-22.0% | $101,794-9.6% | $142,382-35.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.48% | 36.92%-20.4pp | 30.53%-14.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $4,936 | $2,773+78.0% | $2,289+115.6% | $4,299+14.8% |
| Participant deferral / active EE | $16,871 | $4,714+257.9% | $4,084+313.1% | $6,507+159.3% |
| Admin fee / account holder | $92 | $10,433-99.1% | $8,777-99.0% | $12,624-99.3% |