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 | $53,921 | $159,602-66.2% | $150,045-64.1% | $142,382-62.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.83% | 70.24%-50.4pp | 62.55%-42.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $4,108 | $4,961-17.2% | $4,693-12.5% | $4,299-4.4% |
| Participant deferral / active EE | $4,418 | $8,310-46.8% | $7,997-44.8% | $6,507-32.1% |
| Admin fee / account holder | $234 | $14,846-98.4% | $13,435-98.3% | $12,624-98.1% |