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 4-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 | $64,205 | $133,922-52.1% | $116,228-44.8% | $142,382-54.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 22.24% | 147.76%-125.5pp | 90.06%-67.8pp | 217.08%-194.8pp |
| Employer contribution / active EE | $3,560 | $3,446+3.3% | $2,994+18.9% | $4,299-17.2% |
| Participant deferral / active EE | $7,605 | $5,672+34.1% | $4,953+53.5% | $6,507+16.9% |
| Admin fee / account holder | $130 | $14,945-99.1% | $11,989-98.9% | $12,624-99.0% |