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 | $81,714 | $159,602-48.8% | $150,045-45.5% | $142,382-42.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.56% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,775 | $4,961-64.2% | $4,693-62.2% | $4,299-58.7% |
| Participant deferral / active EE | $3,225 | $8,310-61.2% | $7,997-59.7% | $6,507-50.4% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |