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 | $66,710 | $177,572-62.4% | $154,803-56.9% | $142,382-53.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.70% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $5,714 | $4,810+18.8% | $4,305+32.7% | $4,299+32.9% |
| Participant deferral / active EE | $5,796 | $6,272-7.6% | $5,540+4.6% | $6,507-10.9% |
| Admin fee / account holder | $271 | $16,786-98.4% | $14,329-98.1% | $12,624-97.9% |