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 | $73,640 | $97,125-24.2% | $86,233-14.6% | $137,256-46.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.17% | 74.19%-55.0pp | 61.39%-42.2pp | 220.34%-201.2pp |
| Employer contribution / active EE | $940 | $2,841-66.9% | $2,504-62.5% | $4,156-77.4% |
| Participant deferral / active EE | $15,001 | $5,180+189.6% | $4,559+229.0% | $6,407+134.1% |
| Admin fee / account holder | $112 | $9,725-98.8% | $8,342-98.7% | $12,270-99.1% |