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 | $74,190 | $159,934-53.6% | $147,005-49.5% | $145,959-49.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.07% | 98.24%-88.2pp | 418.76%-408.7pp | 561.95%-551.9pp |
| Employer contribution / active EE | $2,969 | $5,287-43.8% | $4,934-39.8% | $4,661-36.3% |
| Participant deferral / active EE | $8,995 | $8,427+6.7% | $8,070+11.5% | $6,689+34.5% |
| Admin fee / account holder | $20 | $15,053-99.9% | $13,006-99.8% | $13,398-99.9% |