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 6-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 | $63,979 | $106,584-40.0% | $101,326-36.9% | $142,382-55.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.72% | 36.93%-21.2pp | 36.82%-21.1pp | 217.08%-201.4pp |
| Employer contribution / active EE | $8,137 | $3,956+105.7% | $3,665+122.0% | $4,299+89.3% |
| Participant deferral / active EE | $11,142 | $8,297+34.3% | $7,994+39.4% | $6,507+71.2% |
| Admin fee / account holder | $73 | $11,446-99.4% | $11,185-99.3% | $12,624-99.4% |