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 | $58,329 | $159,602-63.5% | $150,045-61.1% | $142,382-59.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 28.75% | 70.24%-41.5pp | 62.55%-33.8pp | 217.08%-188.3pp |
| Employer contribution / active EE | $1,600 | $4,961-67.7% | $4,693-65.9% | $4,299-62.8% |
| Participant deferral / active EE | $22,000 | $8,310+164.7% | $7,997+175.1% | $6,507+238.1% |
| Admin fee / account holder | $295 | $14,846-98.0% | $13,435-97.8% | $12,624-97.7% |