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 9-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 | $110,454 | $159,602-30.8% | $150,045-26.4% | $142,382-22.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.42% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,763 | $4,961-64.5% | $4,693-62.4% | $4,299-59.0% |
| Participant deferral / active EE | $16,319 | $8,310+96.4% | $7,997+104.1% | $6,507+150.8% |
| Admin fee / account holder | $115 | $14,846-99.2% | $13,435-99.1% | $12,624-99.1% |