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 | $119,432 | $159,602-25.2% | $150,045-20.4% | $142,382-16.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.14% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $27,345 | $4,961+451.2% | $4,693+482.7% | $4,299+536.1% |
| Participant deferral / active EE | $22,116 | $8,310+166.1% | $7,997+176.6% | $6,507+239.9% |
| Admin fee / account holder | $281 | $14,846-98.1% | $13,435-97.9% | $12,624-97.8% |