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 9-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 | $55,048 | $177,572-69.0% | $154,803-64.4% | $142,382-61.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.51% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,287 | $4,810-52.5% | $4,305-46.9% | $4,299-46.8% |
| Participant deferral / active EE | $10,280 | $6,272+63.9% | $5,540+85.5% | $6,507+58.0% |
| Admin fee / account holder | $30 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |