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 | $108,464 | $104,974+3.3% | $95,585+13.5% | $142,382-23.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.91% | 210.33%-191.4pp | 38.56%-19.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $6,707 | $2,779+141.4% | $2,527+165.5% | $4,299+56.0% |
| Participant deferral / active EE | $25,599 | $4,352+488.2% | $4,023+536.4% | $6,507+293.4% |
| Admin fee / account holder | $132 | $6,386-97.9% | $6,127-97.8% | $12,624-99.0% |