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 | $100,469 | $159,602-37.1% | $150,045-33.0% | $142,382-29.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.82% | 70.24%-48.4pp | 62.55%-40.7pp | 217.08%-195.3pp |
| Employer contribution / active EE | $3,797 | $4,961-23.5% | $4,693-19.1% | $4,299-11.7% |
| Participant deferral / active EE | $10,285 | $8,310+23.8% | $7,997+28.6% | $6,507+58.1% |
| Admin fee / account holder | $208 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |