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 | $60,510 | $176,812-65.8% | $146,665-58.7% | $167,490-63.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 27.40% | 24.03%+3.4pp | 22.74%+4.7pp | 478.56%-451.2pp |
| Employer contribution / active EE | $4,089 | $5,160-20.8% | $4,136-1.1% | $4,837-15.5% |
| Participant deferral / active EE | $2,085 | $6,440-67.6% | $5,506-62.1% | $6,341-67.1% |
| Admin fee / account holder | $36 | $13,259-99.7% | $10,280-99.7% | $12,309-99.7% |