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 6-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 | $127,818 | $163,101-21.6% | $136,749-6.5% | $142,382-10.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.82% | 27.54%-8.7pp | 24.33%-5.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $4,594 | $4,117+11.6% | $3,400+35.1% | $4,299+6.9% |
| Participant deferral / active EE | $4,585 | $5,585-17.9% | $4,692-2.3% | $6,507-29.5% |
| Admin fee / account holder | $68 | $14,318-99.5% | $11,386-99.4% | $12,624-99.5% |