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 | $130,174 | $214,378-39.3% | $200,582-35.1% | $142,382-8.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.10% | 46.41%-24.3pp | 42.33%-20.2pp | 217.08%-195.0pp |
| Employer contribution / active EE | $3,509 | $6,841-48.7% | $6,419-45.3% | $4,299-18.4% |
| Participant deferral / active EE | $20,300 | $9,865+105.8% | $9,331+117.6% | $6,507+212.0% |
| Admin fee / account holder | $152 | $17,692-99.1% | $16,305-99.1% | $12,624-98.8% |