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 | $84,955 | $124,425-31.7% | $112,040-24.2% | $137,256-38.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.55% | 24.72%-4.2pp | 24.52%-4.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $7,223 | $3,411+111.7% | $2,954+144.5% | $4,156+73.8% |
| Participant deferral / active EE | $10,837 | $5,718+89.5% | $5,098+112.6% | $6,407+69.1% |
| Admin fee / account holder | $86 | $15,207-99.4% | $12,098-99.3% | $12,270-99.3% |