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 | $114,908 | $183,519-37.4% | $155,509-26.1% | $145,922-21.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.13% | 61.17%-47.0pp | 64.67%-50.5pp | 561.29%-547.2pp |
| Employer contribution / active EE | $4,191 | $5,313-21.1% | $4,672-10.3% | $4,660-10.1% |
| Participant deferral / active EE | $11,500 | $6,462+78.0% | $5,626+104.4% | $6,688+72.0% |
| Admin fee / account holder | $20 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |