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 | $79,189 | $159,602-50.4% | $150,045-47.2% | $142,382-44.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.19% | 70.24%-57.1pp | 62.55%-49.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $5,704 | $4,961+15.0% | $4,693+21.5% | $4,299+32.7% |
| Participant deferral / active EE | $15,000 | $8,310+80.5% | $7,997+87.6% | $6,507+130.5% |
| Admin fee / account holder | $208 | $14,846-98.6% | $13,435-98.4% | $12,624-98.4% |