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 5-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 | $76,462 | $159,602-52.1% | $150,045-49.0% | $142,382-46.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.69% | 70.24%-47.6pp | 62.55%-39.9pp | 217.08%-194.4pp |
| Employer contribution / active EE | $4,800 | $4,961-3.2% | $4,693+2.3% | $4,299+11.7% |
| Participant deferral / active EE | $29,700 | $8,310+257.4% | $7,997+271.4% | $6,507+356.4% |
| Admin fee / account holder | $155 | $14,846-99.0% | $13,435-98.8% | $12,624-98.8% |