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 | $62,734 | $159,602-60.7% | $150,045-58.2% | $142,382-55.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.62% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,392 | $4,961-71.9% | $4,693-70.3% | $4,299-67.6% |
| Participant deferral / active EE | $3,777 | $8,310-54.6% | $7,997-52.8% | $6,507-42.0% |
| Admin fee / account holder | $262 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |