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 8-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 | $67,391 | $217,402-69.0% | $185,823-63.7% | $167,490-59.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.72% | 148.36%-135.6pp | 122.05%-109.3pp | 478.56%-465.8pp |
| Employer contribution / active EE | $5,756 | $5,873-2.0% | $5,167+11.4% | $4,837+19.0% |
| Participant deferral / active EE | $9,450 | $6,356+48.7% | $5,568+69.7% | $6,341+49.0% |
| Admin fee / account holder | $278 | $19,811-98.6% | $16,237-98.3% | $12,309-97.7% |