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 | $154,228-38.2% | $145,433-34.4% | $137,256-30.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.14% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $5,503 | $4,804+14.6% | $4,554+20.8% | $4,156+32.4% |
| Participant deferral / active EE | $10,527 | $8,216+28.1% | $7,897+33.3% | $6,407+64.3% |
| Admin fee / account holder | $106 | $14,344-99.3% | $13,129-99.2% | $12,270-99.1% |