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 | $44,194 | $177,572-75.1% | $154,803-71.5% | $142,382-69.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.73% | 65.07%-48.3pp | 58.88%-42.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,506 | $4,810-47.9% | $4,305-41.8% | $4,299-41.7% |
| Participant deferral / active EE | $11,221 | $6,272+78.9% | $5,540+102.5% | $6,507+72.4% |
| Admin fee / account holder | $274 | $16,786-98.4% | $14,329-98.1% | $12,624-97.8% |