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 9-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 | $110,135 | $159,602-31.0% | $150,045-26.6% | $142,382-22.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.97% | 70.24%-51.3pp | 62.55%-43.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,633 | $4,961-46.9% | $4,693-43.9% | $4,299-38.8% |
| Participant deferral / active EE | $11,592 | $8,310+39.5% | $7,997+44.9% | $6,507+78.1% |
| Admin fee / account holder | $192 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |