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 | $65,238 | $185,822-64.9% | $169,993-61.6% | $139,434-53.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.70% | 60.50%-47.8pp | 53.37%-40.7pp | 372.94%-360.2pp |
| Employer contribution / active EE | $24,898 | $7,590+228.0% | $6,785+266.9% | $4,751+424.1% |
| Participant deferral / active EE | $12,922 | $11,622+11.2% | $10,408+24.2% | $6,710+92.6% |
| Admin fee / account holder | $61 | $15,381-99.6% | $12,815-99.5% | $11,403-99.5% |