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 | $110,773 | $214,378-48.3% | $200,582-44.8% | $142,382-22.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.56% | 46.41%-23.8pp | 42.33%-19.8pp | 217.08%-194.5pp |
| Employer contribution / active EE | $4,351 | $6,841-36.4% | $6,419-32.2% | $4,299+1.2% |
| Participant deferral / active EE | $12,788 | $9,865+29.6% | $9,331+37.0% | $6,507+96.5% |
| Admin fee / account holder | $112 | $17,692-99.4% | $16,305-99.3% | $12,624-99.1% |