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 | $92,414 | $159,602-42.1% | $150,045-38.4% | $142,382-35.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.52% | 70.24%-50.7pp | 62.55%-43.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,536 | $4,961-48.9% | $4,693-46.0% | $4,299-41.0% |
| Participant deferral / active EE | $14,966 | $8,310+80.1% | $7,997+87.1% | $6,507+130.0% |
| Admin fee / account holder | $144 | $14,846-99.0% | $13,435-98.9% | $12,624-98.9% |