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 8-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 | $70,401 | $172,111-59.1% | $150,298-53.2% | $137,256-48.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.50% | 69.37%-55.9pp | 62.79%-49.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,699 | $4,636-63.4% | $4,154-59.1% | $4,156-59.1% |
| Participant deferral / active EE | $8,042 | $6,166+30.4% | $5,453+47.5% | $6,407+25.5% |
| Admin fee / account holder | $154 | $16,471-99.1% | $14,116-98.9% | $12,270-98.7% |