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 | $70,882 | $159,602-55.6% | $150,045-52.8% | $142,382-50.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.61% | 70.24%-51.6pp | 62.55%-43.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,099 | $4,961-37.5% | $4,693-34.0% | $4,299-27.9% |
| Participant deferral / active EE | $8,957 | $8,310+7.8% | $7,997+12.0% | $6,507+37.6% |
| Admin fee / account holder | $73 | $14,846-99.5% | $13,435-99.5% | $12,624-99.4% |