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 6-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 | $124,313 | $214,378-42.0% | $200,582-38.0% | $142,382-12.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.18% | 46.41%-30.2pp | 42.33%-26.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $8,907 | $6,841+30.2% | $6,419+38.8% | $4,299+107.2% |
| Participant deferral / active EE | $16,483 | $9,865+67.1% | $9,331+76.6% | $6,507+153.3% |
| Admin fee / account holder | $55 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |