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 4-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 | $133,686 | $159,602-16.2% | $150,045-10.9% | $142,382-6.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.71% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $4,613 | $4,961-7.0% | $4,693-1.7% | $4,299+7.3% |
| Participant deferral / active EE | $11,890 | $8,310+43.1% | $7,997+48.7% | $6,507+82.7% |
| Admin fee / account holder | $18 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |