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 | $127,892 | $172,111-25.7% | $150,298-14.9% | $137,256-6.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.48% | 69.37%-48.9pp | 62.79%-42.3pp | 220.34%-199.9pp |
| Employer contribution / active EE | $23,512 | $4,636+407.1% | $4,154+466.0% | $4,156+465.7% |
| Participant deferral / active EE | $12,133 | $6,166+96.8% | $5,453+122.5% | $6,407+89.4% |
| Admin fee / account holder | $145 | $16,471-99.1% | $14,116-99.0% | $12,270-98.8% |