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 7-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 | $60,047 | $159,602-62.4% | $150,045-60.0% | $142,382-57.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.48% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,284 | $4,961-33.8% | $4,693-30.0% | $4,299-23.6% |
| Participant deferral / active EE | $11,616 | $8,310+39.8% | $7,997+45.3% | $6,507+78.5% |
| Admin fee / account holder | $46 | $14,846-99.7% | $13,435-99.7% | $12,624-99.6% |