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 | $136,008 | $214,378-36.6% | $200,582-32.2% | $142,382-4.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.06% | 46.41%-23.3pp | 42.33%-19.3pp | 217.08%-194.0pp |
| Employer contribution / active EE | $4,048 | $6,841-40.8% | $6,419-36.9% | $4,299-5.8% |
| Participant deferral / active EE | $14,829 | $9,865+50.3% | $9,331+58.9% | $6,507+127.9% |
| Admin fee / account holder | $18 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |