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 4-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 | $133,327 | $185,822-28.3% | $169,993-21.6% | $139,434-4.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.33% | 60.50%-44.2pp | 53.37%-37.0pp | 372.94%-356.6pp |
| Employer contribution / active EE | $4,495 | $7,590-40.8% | $6,785-33.8% | $4,751-5.4% |
| Participant deferral / active EE | $20,777 | $11,622+78.8% | $10,408+99.6% | $6,710+209.6% |
| Admin fee / account holder | $180 | $15,381-98.8% | $12,815-98.6% | $11,403-98.4% |