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 | $62,678 | $94,752-33.9% | $112,887-44.5% | $139,434-55.0% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 17.42% | 40.88%-23.5pp | 34.10%-16.7pp | 372.94%-355.5pp |
| Employer contribution / active EE | $8,200 | $4,625+77.3% | $4,563+79.7% | $4,751+72.6% |
| Participant deferral / active EE | $2,933 | $6,512-55.0% | $6,513-55.0% | $6,710-56.3% |
| Admin fee / account holder | $186 | $8,527-97.8% | $7,047-97.4% | $11,403-98.4% |