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 7-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 | $114,930 | $209,336-45.1% | $197,124-41.7% | $137,256-16.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 44.14% | 48.09%-4.0pp | 44.34%-0.2pp | 220.34%-176.2pp |
| Employer contribution / active EE | $1,977 | $6,591-70.0% | $6,227-68.3% | $4,156-52.4% |
| Participant deferral / active EE | $11,356 | $9,614+18.1% | $9,135+24.3% | $6,407+77.2% |
| Admin fee / account holder | $129 | $17,308-99.3% | $16,298-99.2% | $12,270-98.9% |