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 | $214,378-46.4% | $200,582-42.7% | $142,382-19.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 44.14% | 46.41%-2.3pp | 42.33%+1.8pp | 217.08%-172.9pp |
| Employer contribution / active EE | $1,977 | $6,841-71.1% | $6,419-69.2% | $4,299-54.0% |
| Participant deferral / active EE | $11,356 | $9,865+15.1% | $9,331+21.7% | $6,507+74.5% |
| Admin fee / account holder | $129 | $17,692-99.3% | $16,305-99.2% | $12,624-99.0% |