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 | $52,345 | $74,888-30.1% | $71,209-26.5% | $142,382-63.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.35% | 345.14%-324.8pp | 282.51%-262.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,633 | $2,854-7.8% | $2,721-3.2% | $4,299-38.8% |
| Participant deferral / active EE | $11,370 | $4,454+155.3% | $4,175+172.3% | $6,507+74.7% |
| Admin fee / account holder | $273 | $5,568-95.1% | $5,349-94.9% | $12,624-97.8% |