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 8-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 | $69,940 | $209,411-66.6% | $178,490-60.8% | $158,922-56.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.19% | 188.75%-166.6pp | 151.07%-128.9pp | 302.83%-280.6pp |
| Employer contribution / active EE | $6,702 | $5,706+17.4% | $5,011+33.8% | $4,761+40.8% |
| Participant deferral / active EE | $8,248 | $5,954+38.5% | $5,202+58.6% | $5,982+37.9% |
| Admin fee / account holder | $68 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |