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 | $66,006 | $159,602-58.6% | $150,045-56.0% | $142,382-53.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.28% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $4,111 | $4,961-17.1% | $4,693-12.4% | $4,299-4.4% |
| Participant deferral / active EE | $6,175 | $8,310-25.7% | $7,997-22.8% | $6,507-5.1% |
| Admin fee / account holder | $68 | $14,846-99.5% | $13,435-99.5% | $12,624-99.5% |