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 | $63,123 | $100,970-37.5% | $96,576-34.6% | $137,256-54.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.14% | 38.16%-17.0pp | 38.47%-17.3pp | 220.34%-199.2pp |
| Employer contribution / active EE | $4,953 | $3,809+30.0% | $3,553+39.4% | $4,156+19.2% |
| Participant deferral / active EE | $7,871 | $8,286-5.0% | $7,956-1.1% | $6,407+22.9% |
| Admin fee / account holder | $106 | $11,312-99.1% | $11,381-99.1% | $12,270-99.1% |