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 | $110,273 | $148,534-25.8% | $135,903-18.9% | $139,434-20.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.04% | 79.19%-59.2pp | 68.23%-48.2pp | 372.94%-352.9pp |
| Employer contribution / active EE | $4,820 | $5,243-8.1% | $4,856-0.7% | $4,751+1.5% |
| Participant deferral / active EE | $14,662 | $8,100+81.0% | $7,758+89.0% | $6,710+118.5% |
| Admin fee / account holder | $280 | $12,400-97.7% | $10,762-97.4% | $11,403-97.5% |