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 | $85,134 | $202,432-57.9% | $169,368-49.7% | $139,434-38.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 26.07% | 531.74%-505.7pp | 405.60%-379.5pp | 372.94%-346.9pp |
| Employer contribution / active EE | $4,039 | $4,692-13.9% | $4,013+0.6% | $4,751-15.0% |
| Participant deferral / active EE | $11,621 | $6,938+67.5% | $6,221+86.8% | $6,710+73.2% |
| Admin fee / account holder | $20 | $10,708-99.8% | $9,003-99.8% | $11,403-99.8% |