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 | $57,492 | $159,602-64.0% | $150,045-61.7% | $142,382-59.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.81% | 70.24%-49.4pp | 62.55%-41.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $5,548 | $4,961+11.8% | $4,693+18.2% | $4,299+29.1% |
| Participant deferral / active EE | $20,614 | $8,310+148.1% | $7,997+157.8% | $6,507+216.8% |
| Admin fee / account holder | $74 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |