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 | $140,058 | $100,773+39.0% | $88,946+57.5% | $142,382-1.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.38% | 70.18%-54.8pp | 57.82%-42.4pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,954 | $2,918+35.5% | $2,555+54.8% | $4,299-8.0% |
| Participant deferral / active EE | $7,530 | $5,230+44.0% | $4,581+64.4% | $6,507+15.7% |
| Admin fee / account holder | $295 | $9,693-97.0% | $8,261-96.4% | $12,624-97.7% |