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 | $60,261 | $124,425-51.6% | $112,040-46.2% | $137,256-56.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 25.85% | 24.72%+1.1pp | 24.52%+1.3pp | 220.34%-194.5pp |
| Employer contribution / active EE | $14,343 | $3,411+320.4% | $2,954+385.5% | $4,156+245.1% |
| Participant deferral / active EE | $21,282 | $5,718+272.2% | $5,098+317.5% | $6,407+232.2% |
| Admin fee / account holder | $98 | $15,207-99.4% | $12,098-99.2% | $12,270-99.2% |