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 6-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 | $73,924 | $104,974-29.6% | $95,585-22.7% | $142,382-48.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.66% | 210.33%-192.7pp | 38.56%-20.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $4,138 | $2,779+48.9% | $2,527+63.8% | $4,299-3.7% |
| Participant deferral / active EE | $5,632 | $4,352+29.4% | $4,023+40.0% | $6,507-13.5% |
| Admin fee / account holder | $133 | $6,386-97.9% | $6,127-97.8% | $12,624-98.9% |