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 | $76,480 | $154,228-50.4% | $145,433-47.4% | $137,256-44.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.06% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $5,166 | $4,804+7.5% | $4,554+13.4% | $4,156+24.3% |
| Participant deferral / active EE | $16,478 | $8,216+100.5% | $7,897+108.6% | $6,407+157.2% |
| Admin fee / account holder | $81 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |