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 | $56,912 | $159,602-64.3% | $150,045-62.1% | $142,382-60.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 72.29% | 70.24%+2.0pp | 62.55%+9.7pp | 217.08%-144.8pp |
| Employer contribution / active EE | $12,644 | $4,961+154.9% | $4,693+169.4% | $4,299+194.1% |
| Participant deferral / active EE | $22,385 | $8,310+169.4% | $7,997+179.9% | $6,507+244.0% |
| Admin fee / account holder | $43 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |