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 | $108,062 | $159,602-32.3% | $150,045-28.0% | $142,382-24.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.63% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,348 | $4,961-72.8% | $4,693-71.3% | $4,299-68.6% |
| Participant deferral / active EE | $3,146 | $8,310-62.1% | $7,997-60.7% | $6,507-51.7% |
| Admin fee / account holder | $141 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |