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 | $80,324 | $183,519-56.2% | $155,509-48.3% | $145,922-45.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.20% | 61.17%-41.0pp | 64.67%-44.5pp | 561.29%-541.1pp |
| Employer contribution / active EE | $5,660 | $5,313+6.5% | $4,672+21.1% | $4,660+21.5% |
| Participant deferral / active EE | $6,797 | $6,462+5.2% | $5,626+20.8% | $6,688+1.6% |
| Admin fee / account holder | $239 | $19,313-98.8% | $15,912-98.5% | $13,397-98.2% |