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 4-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 | $66,966 | $177,572-62.3% | $154,803-56.7% | $142,382-53.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.52% | 65.07%-49.5pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,067 | $4,810-36.2% | $4,305-28.8% | $4,299-28.7% |
| Participant deferral / active EE | $4,607 | $6,272-26.5% | $5,540-16.8% | $6,507-29.2% |
| Admin fee / account holder | $55 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |