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 4-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 | $87,391 | $159,602-45.2% | $150,045-41.8% | $142,382-38.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.83% | 70.24%-48.4pp | 62.55%-40.7pp | 217.08%-195.2pp |
| Employer contribution / active EE | $9,041 | $4,961+82.2% | $4,693+92.6% | $4,299+110.3% |
| Participant deferral / active EE | $14,744 | $8,310+77.4% | $7,997+84.4% | $6,507+126.6% |
| Admin fee / account holder | $282 | $14,846-98.1% | $13,435-97.9% | $12,624-97.8% |