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 4-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 | $94,917 | $159,602-40.5% | $150,045-36.7% | $142,382-33.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.50% | 70.24%-54.7pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $4,630 | $4,961-6.7% | $4,693-1.3% | $4,299+7.7% |
| Participant deferral / active EE | $18,044 | $8,310+117.1% | $7,997+125.6% | $6,507+177.3% |
| Admin fee / account holder | $190 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |