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 | $154,228-35.2% | $145,433-31.2% | $137,256-27.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.29% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $5,645 | $4,804+17.5% | $4,554+23.9% | $4,156+35.8% |
| Participant deferral / active EE | $16,851 | $8,216+105.1% | $7,897+113.4% | $6,407+163.0% |
| Admin fee / account holder | $130 | $14,344-99.1% | $13,129-99.0% | $12,270-98.9% |