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 | $100,011 | $159,602-37.3% | $150,045-33.3% | $142,382-29.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.29% | 70.24%-52.9pp | 62.55%-45.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $5,645 | $4,961+13.8% | $4,693+20.3% | $4,299+31.3% |
| Participant deferral / active EE | $16,851 | $8,310+102.8% | $7,997+110.7% | $6,507+159.0% |
| Admin fee / account holder | $130 | $14,846-99.1% | $13,435-99.0% | $12,624-99.0% |