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 4-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 | $65,361 | $201,272-67.5% | $184,203-64.5% | $145,922-55.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.41% | 29.00%-5.6pp | 28.81%-5.4pp | 561.29%-537.9pp |
| Employer contribution / active EE | $6,206 | $7,022-11.6% | $6,427-3.4% | $4,660+33.2% |
| Participant deferral / active EE | $18,174 | $9,806+85.3% | $9,131+99.0% | $6,688+171.7% |
| Admin fee / account holder | $56 | $16,364-99.7% | $13,901-99.6% | $13,397-99.6% |