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 | $51,640 | $177,572-70.9% | $154,803-66.6% | $142,382-63.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.59% | 65.07%-47.5pp | 58.88%-41.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $999 | $4,810-79.2% | $4,305-76.8% | $4,299-76.8% |
| Participant deferral / active EE | $5,826 | $6,272-7.1% | $5,540+5.2% | $6,507-10.5% |
| Admin fee / account holder | $117 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |