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 6-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 | $123,307 | $159,602-22.7% | $150,045-17.8% | $142,382-13.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.34% | 70.24%-49.9pp | 62.55%-42.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $5,531 | $4,961+11.5% | $4,693+17.9% | $4,299+28.7% |
| Participant deferral / active EE | $18,064 | $8,310+117.4% | $7,997+125.9% | $6,507+177.6% |
| Admin fee / account holder | $148 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |