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 | $67,459 | $227,553-70.4% | $189,557-64.4% | $167,490-59.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.68% | 78.40%-62.7pp | 64.17%-48.5pp | 478.56%-462.9pp |
| Employer contribution / active EE | $7,750 | $5,316+45.8% | $4,412+75.6% | $4,837+60.2% |
| Participant deferral / active EE | $17,285 | $7,002+146.9% | $6,174+180.0% | $6,341+172.6% |
| Admin fee / account holder | $225 | $11,878-98.1% | $9,807-97.7% | $12,309-98.2% |