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 | $106,406 | $117,841-9.7% | $102,423+3.9% | $145,922-27.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.39% | 31.65%-21.3pp | 29.32%-18.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $4,913 | $3,615+35.9% | $3,023+62.5% | $4,660+5.4% |
| Participant deferral / active EE | $31,792 | $5,731+454.8% | $5,053+529.2% | $6,688+375.4% |
| Admin fee / account holder | $14 | $13,326-99.9% | $9,451-99.9% | $13,397-99.9% |