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 9-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 | $95,230 | $157,256-39.4% | $141,162-32.5% | $152,861-37.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.96% | 64.32%-43.4pp | 71.39%-50.4pp | 345.32%-324.4pp |
| Employer contribution / active EE | $8,223 | $5,261+56.3% | $4,735+73.7% | $4,762+72.7% |
| Participant deferral / active EE | $7,252 | $7,109+2.0% | $6,709+8.1% | $5,850+24.0% |
| Admin fee / account holder | $101 | $12,120-99.2% | $10,261-99.0% | $11,596-99.1% |