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 | $98,710 | $114,381-13.7% | $107,525-8.2% | $142,382-30.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.10% | 242.71%-222.6pp | 181.32%-161.2pp | 217.08%-197.0pp |
| Employer contribution / active EE | $3,495 | $4,015-12.9% | $3,754-6.9% | $4,299-18.7% |
| Participant deferral / active EE | $6,068 | $5,564+9.1% | $5,116+18.6% | $6,507-6.7% |
| Admin fee / account holder | $138 | $9,860-98.6% | $8,919-98.5% | $12,624-98.9% |