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 4-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 | $58,815 | $177,572-66.9% | $154,803-62.0% | $142,382-58.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.73% | 65.07%-47.3pp | 58.88%-41.2pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,836 | $4,810-61.8% | $4,305-57.4% | $4,299-57.3% |
| Participant deferral / active EE | $5,244 | $6,272-16.4% | $5,540-5.4% | $6,507-19.4% |
| Admin fee / account holder | $101 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |