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 | $72,677 | $159,602-54.5% | $150,045-51.6% | $142,382-49.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.95% | 70.24%-50.3pp | 62.55%-42.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $5,671 | $4,961+14.3% | $4,693+20.8% | $4,299+31.9% |
| Participant deferral / active EE | $12,833 | $8,310+54.4% | $7,997+60.5% | $6,507+97.2% |
| Admin fee / account holder | $135 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |