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 5-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 | $58,711 | $159,602-63.2% | $150,045-60.9% | $142,382-58.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.04% | 70.24%-51.2pp | 62.55%-43.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $4,834 | $4,961-2.5% | $4,693+3.0% | $4,299+12.4% |
| Participant deferral / active EE | $8,239 | $8,310-0.9% | $7,997+3.0% | $6,507+26.6% |
| Admin fee / account holder | $107 | $14,846-99.3% | $13,435-99.2% | $12,624-99.2% |