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 | $68,829 | $177,572-61.2% | $154,803-55.5% | $142,382-51.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.02% | 65.07%-43.0pp | 58.88%-36.9pp | 217.08%-195.1pp |
| Employer contribution / active EE | $9,341 | $4,810+94.2% | $4,305+117.0% | $4,299+117.3% |
| Participant deferral / active EE | $10,231 | $6,272+63.1% | $5,540+84.7% | $6,507+57.2% |
| Admin fee / account holder | $16 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |