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 4-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 | $107,075 | $202,432-47.1% | $169,368-36.8% | $139,434-23.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.31% | 531.74%-512.4pp | 405.60%-386.3pp | 372.94%-353.6pp |
| Employer contribution / active EE | $3,939 | $4,692-16.1% | $4,013-1.8% | $4,751-17.1% |
| Participant deferral / active EE | $7,127 | $6,938+2.7% | $6,221+14.6% | $6,710+6.2% |
| Admin fee / account holder | $65 | $10,708-99.4% | $9,003-99.3% | $11,403-99.4% |