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 7-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 | $67,684 | $159,602-57.6% | $150,045-54.9% | $142,382-52.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.47% | 70.24%-50.8pp | 62.55%-43.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $16,834 | $4,961+239.3% | $4,693+258.7% | $4,299+291.6% |
| Participant deferral / active EE | $10,753 | $8,310+29.4% | $7,997+34.5% | $6,507+65.2% |
| Admin fee / account holder | $113 | $14,846-99.2% | $13,435-99.2% | $12,624-99.1% |