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 | $87,009 | $127,065-31.5% | $113,168-23.1% | $142,382-38.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.34% | 24.03%-6.7pp | 24.27%-6.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,251 | $3,442-5.5% | $2,975+9.3% | $4,299-24.4% |
| Participant deferral / active EE | $10,326 | $5,716+80.6% | $5,107+102.2% | $6,507+58.7% |
| Admin fee / account holder | $82 | $15,736-99.5% | $12,068-99.3% | $12,624-99.4% |