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 | $70,564 | $106,584-33.8% | $101,326-30.4% | $142,382-50.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.09% | 36.93%-14.8pp | 36.82%-14.7pp | 217.08%-195.0pp |
| Employer contribution / active EE | $6,031 | $3,956+52.5% | $3,665+64.5% | $4,299+40.3% |
| Participant deferral / active EE | $16,844 | $8,297+103.0% | $7,994+110.7% | $6,507+158.9% |
| Admin fee / account holder | $87 | $11,446-99.2% | $11,185-99.2% | $12,624-99.3% |