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 | $121,011 | $177,572-31.9% | $154,803-21.8% | $142,382-15.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.75% | 65.07%-52.3pp | 58.88%-46.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $5,837 | $4,810+21.3% | $4,305+35.6% | $4,299+35.8% |
| Participant deferral / active EE | $15,864 | $6,272+153.0% | $5,540+186.3% | $6,507+143.8% |
| Admin fee / account holder | $20 | $16,786-99.9% | $14,329-99.9% | $12,624-99.8% |