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 10-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 | $63,761 | $159,602-60.1% | $150,045-57.5% | $142,382-55.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.88% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,953 | $4,961-20.3% | $4,693-15.8% | $4,299-8.1% |
| Participant deferral / active EE | $8,593 | $8,310+3.4% | $7,997+7.4% | $6,507+32.0% |
| Admin fee / account holder | $283 | $14,846-98.1% | $13,435-97.9% | $12,624-97.8% |