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 4-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 | $57,674 | $159,602-63.9% | $150,045-61.6% | $142,382-59.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.30% | 70.24%-47.9pp | 62.55%-40.2pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,892 | $4,961-61.9% | $4,693-59.7% | $4,299-56.0% |
| Participant deferral / active EE | $13,194 | $8,310+58.8% | $7,997+65.0% | $6,507+102.8% |
| Admin fee / account holder | $63 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |