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 7-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 | $61,084 | $179,726-66.0% | $156,263-60.9% | $142,382-57.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.22% | 77.86%-61.6pp | 59.47%-43.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,018 | $5,069-60.2% | $4,333-53.4% | $4,299-53.1% |
| Participant deferral / active EE | $6,865 | $6,956-1.3% | $6,158+11.5% | $6,507+5.5% |
| Admin fee / account holder | $289 | $17,272-98.3% | $14,255-98.0% | $12,624-97.7% |