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 | $55,060 | $106,584-48.3% | $101,326-45.7% | $142,382-61.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.52% | 36.93%-19.4pp | 36.82%-19.3pp | 217.08%-199.6pp |
| Employer contribution / active EE | $4,557 | $3,956+15.2% | $3,665+24.3% | $4,299+6.0% |
| Participant deferral / active EE | $16,527 | $8,297+99.2% | $7,994+106.7% | $6,507+154.0% |
| Admin fee / account holder | $84 | $11,446-99.3% | $11,185-99.2% | $12,624-99.3% |