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 | $123,426 | $214,378-42.4% | $200,582-38.5% | $142,382-13.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 30.06% | 46.41%-16.3pp | 42.33%-12.3pp | 217.08%-187.0pp |
| Employer contribution / active EE | $11,965 | $6,841+74.9% | $6,419+86.4% | $4,299+178.3% |
| Participant deferral / active EE | $21,143 | $9,865+114.3% | $9,331+126.6% | $6,507+224.9% |
| Admin fee / account holder | $23 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |