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 | $121,533 | $104,974+15.8% | $95,585+27.1% | $142,382-14.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.52% | 210.33%-193.8pp | 38.56%-22.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,218 | $2,779-20.2% | $2,527-12.2% | $4,299-48.4% |
| Participant deferral / active EE | $8,160 | $4,352+87.5% | $4,023+102.9% | $6,507+25.4% |
| Admin fee / account holder | $281 | $6,386-95.6% | $6,127-95.4% | $12,624-97.8% |