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 | $70,292 | $177,572-60.4% | $154,803-54.6% | $142,382-50.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.35% | 65.07%-43.7pp | 58.88%-37.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,527 | $4,810-68.3% | $4,305-64.5% | $4,299-64.5% |
| Participant deferral / active EE | $7,089 | $6,272+13.0% | $5,540+27.9% | $6,507+8.9% |
| Admin fee / account holder | $75 | $16,786-99.6% | $14,329-99.5% | $12,624-99.4% |