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 | $71,095 | $179,726-60.4% | $156,263-54.5% | $142,382-50.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 21.63% | 77.86%-56.2pp | 59.47%-37.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $3,579 | $5,069-29.4% | $4,333-17.4% | $4,299-16.7% |
| Participant deferral / active EE | $13,620 | $6,956+95.8% | $6,158+121.2% | $6,507+109.3% |
| Admin fee / account holder | $22 | $17,272-99.9% | $14,255-99.8% | $12,624-99.8% |