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 5-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 | $67,290 | $159,602-57.8% | $150,045-55.2% | $142,382-52.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.53% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,331 | $4,961-53.0% | $4,693-50.3% | $4,299-45.8% |
| Participant deferral / active EE | $8,481 | $8,310+2.1% | $7,997+6.0% | $6,507+30.3% |
| Admin fee / account holder | $80 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |