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 | $130,356 | $183,592-29.0% | $155,567-16.2% | $145,959-10.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.11% | 61.24%-49.1pp | 64.74%-52.6pp | 561.95%-549.8pp |
| Employer contribution / active EE | $3,605 | $5,315-32.2% | $4,674-22.9% | $4,661-22.6% |
| Participant deferral / active EE | $15,333 | $6,464+137.2% | $5,628+172.5% | $6,689+129.2% |
| Admin fee / account holder | $74 | $19,318-99.6% | $15,916-99.5% | $13,398-99.5% |