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 | $33,506 | $127,065-73.6% | $113,168-70.4% | $142,382-76.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 22.10% | 24.03%-1.9pp | 24.27%-2.2pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,586 | $3,442-24.9% | $2,975-13.1% | $4,299-39.9% |
| Participant deferral / active EE | $4,838 | $5,716-15.4% | $5,107-5.3% | $6,507-25.7% |
| Admin fee / account holder | $42 | $15,736-99.7% | $12,068-99.7% | $12,624-99.7% |