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 | $75,335 | $179,726-58.1% | $156,263-51.8% | $142,382-47.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 23.49% | 77.86%-54.4pp | 59.47%-36.0pp | 217.08%-193.6pp |
| Employer contribution / active EE | $3,281 | $5,069-35.3% | $4,333-24.3% | $4,299-23.7% |
| Participant deferral / active EE | $17,976 | $6,956+158.4% | $6,158+191.9% | $6,507+176.2% |
| Admin fee / account holder | $274 | $17,272-98.4% | $14,255-98.1% | $12,624-97.8% |