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 5-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 | $76,366 | $179,726-57.5% | $156,263-51.1% | $142,382-46.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.29% | 77.86%-57.6pp | 59.47%-39.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $3,184 | $5,069-37.2% | $4,333-26.5% | $4,299-25.9% |
| Participant deferral / active EE | $5,902 | $6,956-15.2% | $6,158-4.2% | $6,507-9.3% |
| Admin fee / account holder | $160 | $17,272-99.1% | $14,255-98.9% | $12,624-98.7% |