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 | $95,357 | $159,602-40.3% | $150,045-36.4% | $142,382-33.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.14% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $5,503 | $4,961+10.9% | $4,693+17.3% | $4,299+28.0% |
| Participant deferral / active EE | $10,527 | $8,310+26.7% | $7,997+31.6% | $6,507+61.8% |
| Admin fee / account holder | $106 | $14,846-99.3% | $13,435-99.2% | $12,624-99.2% |