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 | $73,661 | $214,378-65.6% | $200,582-63.3% | $142,382-48.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.96% | 46.41%-27.4pp | 42.33%-23.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $3,951 | $6,841-42.2% | $6,419-38.4% | $4,299-8.1% |
| Participant deferral / active EE | $12,712 | $9,865+28.9% | $9,331+36.2% | $6,507+95.4% |
| Admin fee / account holder | $155 | $17,692-99.1% | $16,305-99.0% | $12,624-98.8% |