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 3-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 | $70,370 | $172,111-59.1% | $150,298-53.2% | $137,256-48.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.03% | 69.37%-47.3pp | 62.79%-40.8pp | 220.34%-198.3pp |
| Employer contribution / active EE | $3,458 | $4,636-25.4% | $4,154-16.8% | $4,156-16.8% |
| Participant deferral / active EE | $16,784 | $6,166+172.2% | $5,453+207.8% | $6,407+162.0% |
| Admin fee / account holder | $20 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |