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 | $112,191 | $112,729-0.5% | $98,716+13.7% | $137,256-18.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.84% | 38.48%-24.6pp | 31.81%-18.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,996 | $2,725+9.9% | $2,279+31.5% | $4,156-27.9% |
| Participant deferral / active EE | $13,752 | $4,640+196.4% | $4,048+239.7% | $6,407+114.6% |
| Admin fee / account holder | $50 | $10,129-99.5% | $8,703-99.4% | $12,270-99.6% |