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 | $99,039 | $124,425-20.4% | $112,040-11.6% | $137,256-27.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 22.33% | 24.72%-2.4pp | 24.52%-2.2pp | 220.34%-198.0pp |
| Employer contribution / active EE | $5,080 | $3,411+48.9% | $2,954+72.0% | $4,156+22.2% |
| Participant deferral / active EE | $11,894 | $5,718+108.0% | $5,098+133.3% | $6,407+85.7% |
| Admin fee / account holder | $185 | $15,207-98.8% | $12,098-98.5% | $12,270-98.5% |