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 | $106,529 | $201,272-47.1% | $184,203-42.2% | $145,922-27.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.02% | 29.00%-8.0pp | 28.81%-7.8pp | 561.29%-540.3pp |
| Employer contribution / active EE | $11,472 | $7,022+63.4% | $6,427+78.5% | $4,660+146.2% |
| Participant deferral / active EE | $12,767 | $9,806+30.2% | $9,131+39.8% | $6,688+90.9% |
| Admin fee / account holder | $92 | $16,364-99.4% | $13,901-99.3% | $13,397-99.3% |