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 | $64,402 | $210,408-69.4% | $153,485-58.0% | $145,922-55.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.91% | 13.37%+0.5pp | 15.65%-1.7pp | 561.29%-547.4pp |
| Employer contribution / active EE | $3,897 | $6,048-35.6% | $5,039-22.7% | $4,660-16.4% |
| Participant deferral / active EE | $5,379 | $7,975-32.6% | $6,757-20.4% | $6,688-19.6% |
| Admin fee / account holder | $234 | $19,419-98.8% | $12,724-98.2% | $13,397-98.3% |