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 | $97,454 | $159,602-38.9% | $150,045-35.1% | $142,382-31.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.70% | 70.24%-50.5pp | 62.55%-42.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $4,920 | $4,961-0.8% | $4,693+4.8% | $4,299+14.4% |
| Participant deferral / active EE | $20,051 | $8,310+141.3% | $7,997+150.7% | $6,507+208.1% |
| Admin fee / account holder | $133 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |