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 | $106,960 | $86,929+23.0% | $102,423+4.4% | $80,856+32.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.77% | 18.88%-7.1pp | 29.32%-17.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $4,700 | $2,369+98.4% | $3,023+55.5% | $2,755+70.6% |
| Participant deferral / active EE | $11,232 | $4,118+172.7% | $5,053+122.3% | $4,296+161.5% |
| Admin fee / account holder | $222 | $8,049-97.2% | $9,451-97.7% | $6,918-96.8% |