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 3-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 | $113,531 | $159,602-28.9% | $150,045-24.3% | $142,382-20.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.26% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $6,000 | $4,961+21.0% | $4,693+27.8% | $4,299+39.6% |
| Participant deferral / active EE | $6,000 | $8,310-27.8% | $7,997-25.0% | $6,507-7.8% |
| Admin fee / account holder | $269 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |