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 | $101,135 | $159,602-36.6% | $150,045-32.6% | $142,382-29.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.59% | 70.24%-50.6pp | 62.55%-43.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $10,247 | $4,961+106.6% | $4,693+118.3% | $4,299+138.4% |
| Participant deferral / active EE | $15,447 | $8,310+85.9% | $7,997+93.2% | $6,507+137.4% |
| Admin fee / account holder | $236 | $14,846-98.4% | $13,435-98.2% | $12,624-98.1% |