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 | $55,891 | $214,378-73.9% | $200,582-72.1% | $142,382-60.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.73% | 46.41%-26.7pp | 42.33%-22.6pp | 217.08%-197.3pp |
| Employer contribution / active EE | $4,070 | $6,841-40.5% | $6,419-36.6% | $4,299-5.3% |
| Participant deferral / active EE | $7,561 | $9,865-23.4% | $9,331-19.0% | $6,507+16.2% |
| Admin fee / account holder | $52 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |