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 | $103,070 | $159,602-35.4% | $150,045-31.3% | $142,382-27.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.69% | 70.24%-51.5pp | 62.55%-43.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $3,650 | $4,961-26.4% | $4,693-22.2% | $4,299-15.1% |
| Participant deferral / active EE | $8,123 | $8,310-2.3% | $7,997+1.6% | $6,507+24.8% |
| Admin fee / account holder | $233 | $14,846-98.4% | $13,435-98.3% | $12,624-98.2% |