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 | $68,456 | $177,572-61.4% | $154,803-55.8% | $142,382-51.9% |
| 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 | $3,189 | $4,810-33.7% | $4,305-25.9% | $4,299-25.8% |
| Participant deferral / active EE | $8,937 | $6,272+42.5% | $5,540+61.3% | $6,507+37.3% |
| Admin fee / account holder | $83 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |