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 | $64,197 | $214,378-70.1% | $200,582-68.0% | $142,382-54.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.43% | 46.41%-23.0pp | 42.33%-18.9pp | 217.08%-193.6pp |
| Employer contribution / active EE | $4,594 | $6,841-32.9% | $6,419-28.4% | $4,299+6.8% |
| Participant deferral / active EE | $9,848 | $9,865-0.2% | $9,331+5.5% | $6,507+51.3% |
| Admin fee / account holder | $183 | $17,692-99.0% | $16,305-98.9% | $12,624-98.6% |