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 | $101,480 | $179,726-43.5% | $156,263-35.1% | $142,382-28.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.56% | 77.86%-61.3pp | 59.47%-42.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $8,991 | $5,069+77.4% | $4,333+107.5% | $4,299+109.1% |
| Participant deferral / active EE | $7,715 | $6,956+10.9% | $6,158+25.3% | $6,507+18.6% |
| Admin fee / account holder | $118 | $17,272-99.3% | $14,255-99.2% | $12,624-99.1% |