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 | $110,396 | $179,726-38.6% | $156,263-29.4% | $142,382-22.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.55% | 77.86%-57.3pp | 59.47%-38.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $8,706 | $5,069+71.7% | $4,333+100.9% | $4,299+102.5% |
| Participant deferral / active EE | $11,035 | $6,956+58.6% | $6,158+79.2% | $6,507+69.6% |
| Admin fee / account holder | $76 | $17,272-99.6% | $14,255-99.5% | $12,624-99.4% |