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 | $72,767 | $159,602-54.4% | $150,045-51.5% | $142,382-48.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.24% | 70.24%-47.0pp | 62.55%-39.3pp | 217.08%-193.8pp |
| Employer contribution / active EE | $17,175 | $4,961+246.2% | $4,693+266.0% | $4,299+299.5% |
| Participant deferral / active EE | $9,561 | $8,310+15.1% | $7,997+19.6% | $6,507+46.9% |
| Admin fee / account holder | $149 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |