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 | $89,268 | $201,272-55.6% | $184,203-51.5% | $145,922-38.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.44% | 29.00%-15.6pp | 28.81%-15.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $8,500 | $7,022+21.1% | $6,427+32.3% | $4,660+82.4% |
| Participant deferral / active EE | $18,050 | $9,806+84.1% | $9,131+97.7% | $6,688+169.9% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |