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 | $81,001 | $148,534-45.5% | $135,903-40.4% | $139,434-41.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.09% | 79.19%-65.1pp | 68.23%-54.1pp | 372.94%-358.9pp |
| Employer contribution / active EE | $1,397 | $5,243-73.4% | $4,856-71.2% | $4,751-70.6% |
| Participant deferral / active EE | $16,705 | $8,100+106.2% | $7,758+115.3% | $6,710+148.9% |
| Admin fee / account holder | $261 | $12,400-97.9% | $10,762-97.6% | $11,403-97.7% |