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 7-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 | $113,103 | $214,378-47.2% | $200,582-43.6% | $142,382-20.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.86% | 46.41%-26.5pp | 42.33%-22.5pp | 217.08%-197.2pp |
| Employer contribution / active EE | $5,209 | $6,841-23.9% | $6,419-18.9% | $4,299+21.2% |
| Participant deferral / active EE | $8,286 | $9,865-16.0% | $9,331-11.2% | $6,507+27.3% |
| Admin fee / account holder | $67 | $17,692-99.6% | $16,305-99.6% | $12,624-99.5% |