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 | $70,338 | $112,729-37.6% | $98,716-28.7% | $137,256-48.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 20.01% | 38.48%-18.5pp | 31.81%-11.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,713 | $2,725-0.5% | $2,279+19.1% | $4,156-34.7% |
| Participant deferral / active EE | $11,180 | $4,640+140.9% | $4,048+176.2% | $6,407+74.5% |
| Admin fee / account holder | $19 | $10,129-99.8% | $8,703-99.8% | $12,270-99.8% |