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 | $74,012 | $177,572-58.3% | $154,803-52.2% | $142,382-48.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.97% | 65.07%-43.1pp | 58.88%-36.9pp | 217.08%-195.1pp |
| Employer contribution / active EE | $6,493 | $4,810+35.0% | $4,305+50.8% | $4,299+51.0% |
| Participant deferral / active EE | $6,371 | $6,272+1.6% | $5,540+15.0% | $6,507-2.1% |
| Admin fee / account holder | $167 | $16,786-99.0% | $14,329-98.8% | $12,624-98.7% |