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 3-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 | $120,208 | $214,378-43.9% | $200,582-40.1% | $142,382-15.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.24% | 46.41%-27.2pp | 42.33%-23.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,832 | $6,841-58.6% | $6,419-55.9% | $4,299-34.1% |
| Participant deferral / active EE | $11,750 | $9,865+19.1% | $9,331+25.9% | $6,507+80.6% |
| Admin fee / account holder | $92 | $17,692-99.5% | $16,305-99.4% | $12,624-99.3% |