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 7-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 | $97,102 | $148,534-34.6% | $135,903-28.6% | $139,434-30.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.27% | 79.19%-57.9pp | 68.23%-47.0pp | 372.94%-351.7pp |
| Employer contribution / active EE | $6,431 | $5,243+22.7% | $4,856+32.4% | $4,751+35.4% |
| Participant deferral / active EE | $20,045 | $8,100+147.5% | $7,758+158.4% | $6,710+198.7% |
| Admin fee / account holder | $130 | $12,400-99.0% | $10,762-98.8% | $11,403-98.9% |