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 | $116,988 | $214,378-45.4% | $200,582-41.7% | $142,382-17.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.68% | 46.41%-32.7pp | 42.33%-28.7pp | 217.08%-203.4pp |
| Employer contribution / active EE | $5,072 | $6,841-25.9% | $6,419-21.0% | $4,299+18.0% |
| Participant deferral / active EE | $14,871 | $9,865+50.7% | $9,331+59.4% | $6,507+128.5% |
| Admin fee / account holder | $111 | $17,692-99.4% | $16,305-99.3% | $12,624-99.1% |