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 3-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 | $75,721 | $97,125-22.0% | $86,233-12.2% | $137,256-44.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 21.43% | 74.19%-52.8pp | 61.39%-40.0pp | 220.34%-198.9pp |
| Employer contribution / active EE | $3,154 | $2,841+11.0% | $2,504+26.0% | $4,156-24.1% |
| Participant deferral / active EE | $11,556 | $5,180+123.1% | $4,559+153.5% | $6,407+80.4% |
| Admin fee / account holder | $140 | $9,725-98.6% | $8,342-98.3% | $12,270-98.9% |