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 3-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 | $104,059 | $159,602-34.8% | $150,045-30.6% | $142,382-26.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.05% | 70.24%-49.2pp | 62.55%-41.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $6,963 | $4,961+40.4% | $4,693+48.4% | $4,299+62.0% |
| Participant deferral / active EE | $14,236 | $8,310+71.3% | $7,997+78.0% | $6,507+118.8% |
| Admin fee / account holder | $188 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |