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 3-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 | $69,098 | $159,602-56.7% | $150,045-53.9% | $142,382-51.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.83% | 70.24%-51.4pp | 62.55%-43.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,379 | $4,961-52.0% | $4,693-49.3% | $4,299-44.7% |
| Participant deferral / active EE | $9,591 | $8,310+15.4% | $7,997+19.9% | $6,507+47.4% |
| Admin fee / account holder | $15 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |