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 3-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 | $70,419 | $177,572-60.3% | $154,803-54.5% | $142,382-50.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.13% | 65.07%-44.9pp | 58.88%-38.8pp | 217.08%-196.9pp |
| Employer contribution / active EE | $6,658 | $4,810+38.4% | $4,305+54.6% | $4,299+54.9% |
| Participant deferral / active EE | $6,659 | $6,272+6.2% | $5,540+20.2% | $6,507+2.3% |
| Admin fee / account holder | $72 | $16,786-99.6% | $14,329-99.5% | $12,624-99.4% |