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 7-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 | $112,056 | $100,970+11.0% | $96,576+16.0% | $137,256-18.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.42% | 38.16%-20.7pp | 38.47%-21.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,892 | $3,809-24.1% | $3,553-18.6% | $4,156-30.4% |
| Participant deferral / active EE | $21,780 | $8,286+162.8% | $7,956+173.7% | $6,407+240.0% |
| Admin fee / account holder | $253 | $11,312-97.8% | $11,381-97.8% | $12,270-97.9% |