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 6-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 | $63,095 | $177,572-64.5% | $154,803-59.2% | $142,382-55.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.82% | 65.07%-41.2pp | 58.88%-35.1pp | 217.08%-193.3pp |
| Employer contribution / active EE | $5,741 | $4,810+19.4% | $4,305+33.4% | $4,299+33.5% |
| Participant deferral / active EE | $13,172 | $6,272+110.0% | $5,540+137.7% | $6,507+102.4% |
| Admin fee / account holder | $65 | $16,786-99.6% | $14,329-99.5% | $12,624-99.5% |