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 | $98,809 | $209,336-52.8% | $197,124-49.9% | $137,256-28.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.50% | 48.09%-24.6pp | 44.34%-20.8pp | 220.34%-196.8pp |
| Employer contribution / active EE | $8,651 | $6,591+31.3% | $6,227+38.9% | $4,156+108.2% |
| Participant deferral / active EE | $18,758 | $9,614+95.1% | $9,135+105.3% | $6,407+192.8% |
| Admin fee / account holder | $20 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |