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 7-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 | $61,833 | $110,261-43.9% | $95,745-35.4% | $139,434-55.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 23.89% | 27.11%-3.2pp | 28.35%-4.5pp | 372.94%-349.0pp |
| Employer contribution / active EE | $3,590 | $3,257+10.2% | $2,835+26.7% | $4,751-24.4% |
| Participant deferral / active EE | $12,607 | $4,676+169.6% | $4,245+197.0% | $6,710+87.9% |
| Admin fee / account holder | $16 | $6,613-99.8% | $5,678-99.7% | $11,403-99.9% |