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 | $177,572-60.4% | $154,803-54.5% | $142,382-50.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.50% | 65.07%-51.6pp | 58.88%-45.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,699 | $4,810-64.7% | $4,305-60.5% | $4,299-60.5% |
| Participant deferral / active EE | $8,042 | $6,272+28.2% | $5,540+45.2% | $6,507+23.6% |
| Admin fee / account holder | $154 | $16,786-99.1% | $14,329-98.9% | $12,624-98.8% |