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 | $100,984 | $197,591-48.9% | $177,821-43.2% | $158,922-36.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.25% | 58.76%-43.5pp | 48.32%-33.1pp | 302.83%-287.6pp |
| Employer contribution / active EE | $9,344 | $6,697+39.5% | $5,918+57.9% | $4,761+96.2% |
| Participant deferral / active EE | $10,157 | $8,405+20.8% | $7,714+31.7% | $5,982+69.8% |
| Admin fee / account holder | $193 | $15,399-98.7% | $12,427-98.4% | $11,246-98.3% |