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 | $85,733 | $165,984-48.3% | $164,813-48.0% | $145,922-41.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.76% | 100.03%-86.3pp | 69.93%-56.2pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,718 | $5,273-48.5% | $4,341-37.4% | $4,660-41.7% |
| Participant deferral / active EE | $14,662 | $6,959+110.7% | $6,031+143.1% | $6,688+119.2% |
| Admin fee / account holder | $19 | $16,648-99.9% | $12,690-99.9% | $13,397-99.9% |