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 | $75,686 | $159,602-52.6% | $150,045-49.6% | $142,382-46.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.69% | 70.24%-50.6pp | 62.55%-42.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,700 | $4,961-45.6% | $4,693-42.5% | $4,299-37.2% |
| Participant deferral / active EE | $12,837 | $8,310+54.5% | $7,997+60.5% | $6,507+97.3% |
| Admin fee / account holder | $150 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |