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 3-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 | $79,051 | $159,602-50.5% | $150,045-47.3% | $142,382-44.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.46% | 70.24%-50.8pp | 62.55%-43.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $8,879 | $4,961+79.0% | $4,693+89.2% | $4,299+106.5% |
| Participant deferral / active EE | $10,764 | $8,310+29.5% | $7,997+34.6% | $6,507+65.4% |
| Admin fee / account holder | $161 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |