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 | $64,028 | $159,602-59.9% | $150,045-57.3% | $142,382-55.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.22% | 70.24%-54.0pp | 62.55%-46.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,836 | $4,961-63.0% | $4,693-60.9% | $4,299-57.3% |
| Participant deferral / active EE | $15,883 | $8,310+91.1% | $7,997+98.6% | $6,507+144.1% |
| Admin fee / account holder | $247 | $14,846-98.3% | $13,435-98.2% | $12,624-98.0% |