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 | $130,498 | $178,174-26.8% | $156,181-16.4% | $137,256-4.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.69% | 84.19%-65.5pp | 64.87%-46.2pp | 220.34%-201.6pp |
| Employer contribution / active EE | $6,790 | $4,972+36.6% | $4,294+58.1% | $4,156+63.4% |
| Participant deferral / active EE | $13,641 | $6,888+98.0% | $6,132+122.4% | $6,407+112.9% |
| Admin fee / account holder | $17 | $17,404-99.9% | $14,586-99.9% | $12,270-99.9% |