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 | $96,287 | $176,056-45.3% | $159,436-39.6% | $167,490-42.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.82% | 331.75%-315.9pp | 263.57%-247.7pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,822 | $5,297-65.6% | $4,829-62.3% | $4,837-62.3% |
| Participant deferral / active EE | $4,686 | $7,750-39.5% | $7,352-36.3% | $6,341-26.1% |
| Admin fee / account holder | $12 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |