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 7-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 | $60,961 | $148,534-59.0% | $135,903-55.1% | $139,434-56.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.80% | 79.19%-62.4pp | 68.23%-51.4pp | 372.94%-356.1pp |
| Employer contribution / active EE | $2,808 | $5,243-46.4% | $4,856-42.2% | $4,751-40.9% |
| Participant deferral / active EE | $14,040 | $8,100+73.3% | $7,758+81.0% | $6,710+109.2% |
| Admin fee / account holder | $261 | $12,400-97.9% | $10,762-97.6% | $11,403-97.7% |