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 6-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 | $65,648 | $177,572-63.0% | $154,803-57.6% | $142,382-53.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.17% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $7,486 | $4,810+55.6% | $4,305+73.9% | $4,299+74.1% |
| Participant deferral / active EE | $5,452 | $6,272-13.1% | $5,540-1.6% | $6,507-16.2% |
| Admin fee / account holder | $149 | $16,786-99.1% | $14,329-99.0% | $12,624-98.8% |