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 10-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 | $63,781 | $159,602-60.0% | $150,045-57.5% | $142,382-55.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.04% | 70.24%-51.2pp | 62.55%-43.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,991 | $4,961-59.9% | $4,693-57.6% | $4,299-53.7% |
| Participant deferral / active EE | $7,784 | $8,310-6.3% | $7,997-2.7% | $6,507+19.6% |
| Admin fee / account holder | $18 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |