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 | $72,489 | $159,602-54.6% | $150,045-51.7% | $142,382-49.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 33.55% | 70.24%-36.7pp | 62.55%-29.0pp | 217.08%-183.5pp |
| Employer contribution / active EE | $1,913 | $4,961-61.4% | $4,693-59.2% | $4,299-55.5% |
| Participant deferral / active EE | $9,291 | $8,310+11.8% | $7,997+16.2% | $6,507+42.8% |
| Admin fee / account holder | $209 | $14,846-98.6% | $13,435-98.4% | $12,624-98.3% |