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 | $65,747 | $95,266-31.0% | $82,389-20.2% | $142,382-53.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 19.51% | 25.74%-6.2pp | 28.67%-9.2pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,880 | $2,991-3.7% | $2,517+14.4% | $4,299-33.0% |
| Participant deferral / active EE | $6,162 | $4,809+28.1% | $4,155+48.3% | $6,507-5.3% |
| Admin fee / account holder | $138 | $8,563-98.4% | $7,231-98.1% | $12,624-98.9% |