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 | $64,346 | $172,111-62.6% | $150,298-57.2% | $137,256-53.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 31.32% | 69.37%-38.1pp | 62.79%-31.5pp | 220.34%-189.0pp |
| Employer contribution / active EE | $4,044 | $4,636-12.8% | $4,154-2.6% | $4,156-2.7% |
| Participant deferral / active EE | $7,930 | $6,166+28.6% | $5,453+45.4% | $6,407+23.8% |
| Admin fee / account holder | $228 | $16,471-98.6% | $14,116-98.4% | $12,270-98.1% |