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 7-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 | $55,342 | $183,519-69.8% | $155,509-64.4% | $145,922-62.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.71% | 61.17%-48.5pp | 64.67%-52.0pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,984 | $5,313-43.8% | $4,672-36.1% | $4,660-36.0% |
| Participant deferral / active EE | $7,104 | $6,462+9.9% | $5,626+26.3% | $6,688+6.2% |
| Admin fee / account holder | $106 | $19,313-99.5% | $15,912-99.3% | $13,397-99.2% |