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 | $82,690 | $159,602-48.2% | $150,045-44.9% | $142,382-41.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.19% | 70.24%-55.0pp | 62.55%-47.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $7,485 | $4,961+50.9% | $4,693+59.5% | $4,299+74.1% |
| Participant deferral / active EE | $14,950 | $8,310+79.9% | $7,997+86.9% | $6,507+129.7% |
| Admin fee / account holder | $87 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |