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 | $111,137 | $49,177+126.0% | $79,464+39.9% | $64,186+73.1% |
| Participation rate | 98.9% | 65.0%+33.9pp | 73.3%+25.6pp | 69.6%+29.4pp |
| Annual return | 101.54% | -1.16%+102.7pp | 718.14%-616.6pp | 7.63%+93.9pp |
| Employer contribution / active EE | $618 | $2,076-70.3% | $2,800-77.9% | $2,381-74.1% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $257 | $3,839-93.3% | $5,113-95.0% | $4,888-94.7% |