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 | $70,287 | $109,359-35.7% | $162,163-56.7% | $72,985-3.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 28.53% | 25.46%+3.1pp | 115.59%-87.1pp | 81.00%-52.5pp |
| Employer contribution / active EE | $12,939 | $3,907+231.2% | $5,614+130.5% | $2,440+430.3% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $148 | $7,972-98.1% | $10,843-98.6% | $5,124-97.1% |