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 7-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 | $60,301 | $159,602-62.2% | $150,045-59.8% | $142,382-57.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.43% | 70.24%-49.8pp | 62.55%-42.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $4,570 | $4,961-7.9% | $4,693-2.6% | $4,299+6.3% |
| Participant deferral / active EE | $5,537 | $8,310-33.4% | $7,997-30.8% | $6,507-14.9% |
| Admin fee / account holder | $70 | $14,846-99.5% | $13,435-99.5% | $12,624-99.4% |