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 | $65,108 | $159,602-59.2% | $150,045-56.6% | $142,382-54.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 66.81% | 70.24%-3.4pp | 62.55%+4.3pp | 217.08%-150.3pp |
| Employer contribution / active EE | $1,589 | $4,961-68.0% | $4,693-66.1% | $4,299-63.0% |
| Participant deferral / active EE | $5,280 | $8,310-36.5% | $7,997-34.0% | $6,507-18.9% |
| Admin fee / account holder | $189 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |