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 | $112,090 | $209,336-46.5% | $197,124-43.1% | $137,256-18.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.29% | 48.09%-26.8pp | 44.34%-23.1pp | 220.34%-199.0pp |
| Employer contribution / active EE | $7,342 | $6,591+11.4% | $6,227+17.9% | $4,156+76.7% |
| Participant deferral / active EE | $19,142 | $9,614+99.1% | $9,135+109.6% | $6,407+198.8% |
| Admin fee / account holder | $126 | $17,308-99.3% | $16,298-99.2% | $12,270-99.0% |